New Social Security Report Provides Great Consulting Opportunity

Beginning October 1, 1999, the Social Security Administration will automatically send out annual social security statements to every worker above age 25.

These redesigned statements will include all the same information as the ones you used to request from the Administration, but will be more concise and easier to read.

CONSULTING OPPORTUNITY!!! Every worker over age 25 will automatically receive his or her annual statement approximately 3 months before his birthday. Why not contact your clients 2 months before their birthday with an offer to sit down and help them in their annual financial plan?

And as long as you have their birthday in your database, send them a birthday card too . . .

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.