Course ID: SSAE

Social Security: Advanced Training

This course will prepare advisors to market and promote their SS consulting services. Delve into research techniques and learn advanced social security concepts and rules to better serve your clients.


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

MAJOR TOPICS
  • We are going to delve deeper into topics that were covered in Social Security Benefits: Advising Clients
  • Family Maximum
  • Annual earnings test
  • Delayed Retirement Credits
  • Spousal benefits (lots of confusion here by advisors)
  • Surviving spouse benefits
  • Children’s benefits – specifically the definition of children
  • Research
  • Social Security Options Software
  • Alternative Pension Plans for government workers
  • Legislation to change Social Security
  • Means testing
  • Application process
  • Review of SS online calculators
  • Interview process. – The flow of client consultations

DESIGNED FOR
CPAs in public practice or industry and financial advisors who advise clients and employees about retirement.

FIELD OF STUDY
Specialized Knowledge

PREREQUISITES
Basic knowledge of Social Security Benefits

COURSE PRODUCER
Loscalzo Associates

CPE CREDITS
8.0

LEVEL
Advanced

This course is available for your group as:

Group Live
 

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