Social Security: Advanced Education And Training Webcast | 4192968E

Instructors

Date :
January 14, 2020 8:30 AM - 4:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Advanced
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00
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Gain practical tips to market and promote Social Security consulting services. Delve into research techniques and learn advanced Social Security concepts and rules to better serve clients.

Materials are provided as an ebook

Objectives:

  • Navigate Program Operations Manual System and the Social Security Administration website 
  • Advanced research techniques & advanced social security planning strategies 
  • Understand connection between Railroad Pension and Social Security 
  • Marketing Social Security Services

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

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Advanced
Field of Interest:
Specialized Knowledge
Prerequisites:

None.

Designed For:

CPAs and financial advisers.

Instructors

Jim Blair
No Agenda or Materials posted.