TaxSpeaker Social Security *MEMBERS ONLY*, Webinar

TaxSpeaker Social Security *MEMBERS ONLY*, Webinar
January 01, 1970
12:00 AM
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EVENT DESCRIPTION

Nearly ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the
Amazon best-selling “Guide to Social Security”. We began offering this class as a live
course with Bob in 2013, and then also with Ron Roberson in 2016. The response from
class participants has been incredible, and after presentations at the AICPA High Income
Tax Conference, as well as at several national conventions, this course has become one
of our most popular non-tax topics.
In the class (and the accompanying 200-page manual) we discuss qualifying for benefits;
benefits for divorcees, widows and widowers; dependent children; disabled children;
planning to maximize benefits, and special issues such as windfall elimination and
government pension offsets. We even show you how the benefit is calculated; how to sign
up; and how to add Social Security consulting to your office.
This course also includes a short review of Medicare. Updated to include the latest 2020
amounts, we guarantee the value of this class to you both personally and professionally.

EVENT OBJECTIVE

Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

EVENT DETAILS

Company:
TaxSpeaker

Number of Hours:
8 (Recommended)

Prerequisite:
Knowledge of Social Security Laws and Regulations

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:
01/01/1970

Phone:

Venue:
,

Accommodations:
,

Recommended For:
CPA (8), CFP (8)

Approved By:
NASBA, Certified Financial Planning Board