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Sessions | Instructor | Event Registration |

Event Information

Social Security Basics and Strategies For Maximizing Benefits Webcast | 4202922B
Date: August 10, 2020
Event Start time: 8:30 AM   End time: 4:00 PM
Location: Webcast

Facility: Webcast Rebroadcast

 


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CFP: Certified Financial Planner Technical
8.00 CPE: Continuing Professional Education Technical
6.50 MCLE: MCLE Technical


 

Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits.

Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset.  Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement.  Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.

 

 

Objectives:
 
  • Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits.
  • Recognize the language and forms of the Social Security Administration.
  • Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them.
  • Determine which planning products to use to calculate the best strategy for your clients.
 

Major Subjects:
 
  • Social Security planning, benefit calculation, and beneficiaries.
  • Recent changes to "file and suspend" and "restricted application" strategies.
  • Increasing benefits for self-employed individuals.
  • Plan for surviving spouses.
  • Integrating retirement plan distribution strategies with Social Security claiming strategies.
  • Coordinating drawing Social Security benefits with the start of Medicare benefits.
 

Level of Difficulty:
Basic

Field of Interest:
Specialized Knowledge

Prerequisites:
 

None.

 

Designed For:
 

CPAs, financial advisers, attorneys, insurance, and other professionals.

 

Advanced Prep:
 

None.

 

Event Notes:

This course will adjourn at 4 p.m.

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