Testimonials


“I reviewed the analysis over the weekend and I agree with your conclusion that my best option is to file for spousal benefits at age 66 while postponing my own benefits until age 70.  Hopefully, my health will allow me to continue to work as a part-time CPA for the next few years.  FYI, had my son not attended your presentation in Sugar Land, I would not have been aware of my ability to take advantage of receiving the divorced spousal benefits while continuing to grow my own benefits”  

– Mike G (Houston)  Jan 2017

“I receive a retroactive check yesterday, going back to February 2016 when I turned 70 and will be receiving my monthly check going forward thanks to your advice. I’m sorry I didn’t contact you 4 years earlier having lost over $50,000 in spousal benefits. You have been great, thanks for your help.”

-Allan M Friday Aug 5th, 2016

“I would have sat through this twice! Excellent topic, excellent speaker!”

Dallas CPA Society

 

“EXCELLENT SPEAKER, VERY CREDIBLE, GREAT CONTENT”

  –SACPA CE Foundation

 

“Dave Zander was excellent! Not only does he know his stuff, he had a wonderful philosophy about the topic…”

2014 Austin CPA Chapter Free CPE Expo

 

“ONE OF THE BEST CLASSES I HAVE ATTENDED”

SACPA CE Foundation

 

[Dave Zander gave] the best presentation of the day. It was very good and informative.

SACPA CE Foundation

 “HIGHLIGHT OF THE DAY!”

 

 –SACPA CE Foundation

 

RECENT SPONSORS

 

    • San Antonio CPA Society*
    • Austin CPA Society*
    • Dallas CPA Society*
    • Houston CPA Society*
    • Arizona Society of CPA’s (Phoenix, Flagstaff, Prescott, Tucson, Yuma)*
    • UBS Financial (Monthly Client & Prospects, Semi Annual CPE for CPAs
    • Financial Women of Texas
    • FEI – Financial Executives International (Dallas Chapter)
    • New Mexico Elder Law Attorney
    • New Mexico Estate Planners (Santa Fe)
    • American Society of Female Accountant
    • Accounting & Financial Women’s Alliance
    • Executives’ Association of Greater Albuquerque
    • Valley Estate Planners Society (Phoenix)
    • Intel (6 Sessions) in Albuquerque & Phoenix*
    • Valero (Corporate Headquarters San Antonio for CPAs)
    • CST Brands (Corner Stores)
    • SRP (Salt River Project, Phoenix)

 *Invited back in 2015