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Audio & Reference Manual

Social Security Basics and Advanced Planning Strategies - Advisors Guide to Social Security Planning

Learn the basics of Social Security and planning strategies to maximize Social Security benefits for your clients.

We will discuss the changes to the Social Security program due to the Bi-Partisan Budget Bill signed November 2, 2015 to professionals increasing their value to clients. The Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and with Restricted Application. Professionals must understand these changes including effective dates to properly advise clients. At the end of the topic, you will understand issues regarding the Social Security program and will be able to advise your clients toward maximizing their Social Security benefits. We will focus on the 3-legged stool approach to maximizing Social Security benefits.

Runtime: 89 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

History and Future of Social Security

  • History and Future of the Program
  • Discuss Potential Changes to the Program to Remain Solvent

Retirement Benefits Eligibility and Benefit Amount

  • Social Security Benefit Statement
  • Requirements
  • Benefit Computation
  • Early Retirement Reduction
  • Delayed Retirement Credits

Annual Earnings Test

  • Earnings
  • Test Ages 62, 63, 64, and 12/31 of Year Prior to FRA
  • Test Year FRA Is Reached

Early vs. Late - Factors

  • Discuss Factors

Family Benefits

  • Spousal Benefits (Current and Ex)
  • Children Benefits
  • Survivor's Benefits
  • Annual Earnings Test Applies If Surviving Spouse Is Under Full Retirement Age

Case Studies

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on December 29, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jim Blair, NSSA

Jim Blair, NSSA

Premier Social Security Consulting

  • Part owner and Social Security consultant with Premier Social Security Consulting
  • Certified instructor for the National Social Security Advisor program
  • Retired after 35 years with the Social Security Administration
  • Created and developed the National Social Security Advisor certification program with his partner
  • B.S. degree, University of Cincinnati
Marc Kiner, CPA, NSSA

Marc Kiner, CPA, NSSA

Premier Social Security Consulting

  • Part owner and president with Premier Social Security Consulting
  • Certified instructor for the National Social Security Advisor program
  • Created and developed the National Social Security Advisor certification program with his partner
  • More than 30 years of experience in public accounting
  • B.S. degree and Masters Degree, University of Cincinnati
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401656
Published 2017
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