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Social Security: Advanced Education and Training 4172968A
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Delve into research techniques, advanced Social Security concepts and rules. Better serve clients and improve the marketing of Social Security services. Gain confidence to be proactive in helping clients sort through their Social Security options with this comprehensive course.

 Export to Your Calendar 11/17/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
CALCPA
4172968A
United States
Presenter: Jim Blair
Contact: April Deneault
801-466-10588


Online registration is available until: 11/17/2017
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Curriculums:   Retirement, Pensions, Financial Planning & Ins.

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  8

Description

Delve into research techniques, advanced Social Security concepts and rules. Better serve clients and improve the marketing of Social Security services. Gain confidence to be proactive in helping clients sort through their Social Security options with this comprehensive course.

Materials are provided as an ebook



Major Subjects

  • Family maximum
  • Annual earnings test
  • Delayed retirement credits
  • Spousal benefits and surviving spouse benefits
  • Children’s 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
  • Online Social Security calculators
  • Client consultations

Objectives

  • Determine how to 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. 

Level:  Advanced

Designed For

CPAs in industry and public practice as well as financial advisers.

Advanced Prep:

None.

Prerequisite

Basic understanding of Social Security.

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