Emerald Coast - Savvy Social Security Planning: What CPAs, Attorneys, and Need to Know About Social Security Claiming Strategies

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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1.0 Credits

Social Security
Credit(s) and Type: 1 | Technical Business
Speaker Name: Brian Haugen WMS, CRPS®, CEP®

Brian is a Senior Vice President, Investments and a member of Raymond James & Associates Presidents Club.* Brian has earned several credentials throughout his successful career to include: Wealth Management Specialist (WMS), Chartered Retirement Plans Specialist (CRPS®); and Certified Estate Planner (CEP®).

Within the community, Brian served as the Chairman of the Board for the Destin Area Chamber of Commerce and the American Red Cross of Northwest Florida; and the Board of Directors for the University of West Florida Foundation; the Marion Military Institute Alumni Brigade; the Niceville-Valparaiso Chamber of Commerce; and the Arts Council of Northwest Florida.  Brian also served as an appointed member on the Florida Bar’s Grievance Committee (district one) and was appointed by the Okaloosa County Commission as a representative on the RESTORE Advisory Committee (BP Oil Restoration and Recovery).

A retired Lieutenant Colonel in the Army National Guard, Brian's unit was mobilized in 2002 and deployed to Afghanistan in support of Operation Enduring Freedom, Afghanistan, where he commanded a Special Forces Company. 

Brian has been married for 27 years to the former Kathy Taylor of Louisa, KY. Out of love for their community, Brian and Kathy created the Taylor Haugen Foundation (www.taylorhaugen.org) in honor and memory of their son, Taylor. Brian and Kathy are active members of Crosspoint United Methodist Church.

SS Invitation Just Love Coffee - 12-5-19 Flyer.pdf

Chapter Registration Contact
Name: Brooke Boswell
Email: Brooke.Troop@yahoo.com
Phone: 3108040787

Meal Description

Coffee and light breakfast items. 

Member Cost $15
Non Member Cost $20

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Call Member Services at (800) 342-3197.

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  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs

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Special Message

Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime.

This one-hour workshop will acquaint CPAs and attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime.

After completing this course, you will know:

  • How Social Security benefits are calculated
  • Factors clients need to consider when deciding when to apply for benefits
  • Illustrations of lifetime income streams based on claiming ages and breakeven analyses
  • Innovative spousal claiming strategies designed to give clients extra income
  • How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
  • Ways to minimize taxes on Social Security benefits
  • How to coordinate Social Security with other sources of retirement income

Future Meetings

Sponsor Information

This presentation is being put on by Brian Haugen, Senior Vice President, Investments at Emerald Coast Wealth Advisors of Raymond James. 


Please select the appropriate session or option below to continue with your online purchase.

Thursday, December 5, 2019

General Sessions