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Social Security: Advanced Education and Training (4152968D)
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"Delve into research techniques, advanced Social Security concepts and rules that will help you better serve your clients, market your Social Security services and gain confidence to be proactive in helping clients sort through their Social Security options. As the demographics change, clients are getting older and advisers are receiving an increasing number of Social Security questions. The knowledge you'll gain will help you best answer these questions. "

12/16/2015
When: 12/16/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Jim Blair
Contact: April Deneault
801-834-6634


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Delve into research techniques, advanced Social Security concepts and rules that will help you better serve your clients, market your Social Security services and gain confidence to be proactive in helping clients sort through their Social Security options. As the demographics change, clients are getting older and advisers are receiving an increasing number of Social Security questions. The knowledge you'll gain will help you best answer these questions.


  Objectives:





    Choose among the many Social Security options software.
Recognize how to navigate Program Operations Manual System and the Social Security Administration website.
    Identify advanced Social Security research techniques and planning strategies.
    Recognize the connection between Railroad Pension and Social Security.
    Determine how to market Social Security services.

 
  
        
   

Major Subjects:


   

    Family maximum
    Annual earnings test
    Delayed Retirement Credits
    Spousal benefits and surviving spouse benefits
    Children benefits, specifically the definition of children
    Social Security Options Software
    Alternative pension plans for government workers
    Legislation to change Social Security
    Means testing
    Application process
    Review of Social Security online calculators
    Interview process: The flow of client consultations



              

Designed For: CPAs in industry and public practice, as well as financial advisers.
 

Prerequisite:  Basic understanding of Social Security.

Advanced Prep:  None

Speaker: Jim Blair

Vendor: CalCPA

Field of Study:    Taxes

Level:  Advanced

CPE Credit: 8 Hours

Acronym: SSAE

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Jim Blair is a 35 year veteran of the Social Security administration and co-owner of Premier Social Security Consulting. Jim has worked as a Service representative helping individuals having problems with their Social Security benefits, a Claims Representative taking claims for Retirement, Survivors, Disability and Health Insurance, an Operations Supervisor and as a District Manager running the Piqua, Ohio Social Security office and retired in January, 2010. Jim is a frequent speaker on Social Security for conferences and seminars and recently authored a SS handbook. Jim is co-host of Premier Living on WDJO in Cincinnati

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