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Social Security and Medicare: Maximizing Retirement Benefits - Kenner Cluster PM Session (CL4SSM15)
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Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

12/29/2015
When: 12/29/2015
1:00 PM until 4:30 PM
Where: LCPA Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Pamela Davis-Vaughn


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Early Bird Fees (through 12/10)
Members $159
Non-Members $209
After 12/10, add $50 to your fee.

CPE: 4 hours
Level: Intermediate
Vendor: AICPA
Category: Taxation
Prerequisites: Basic knowledge of Social Security and Medicare
Advanced prep: None

Who should attend: CPAs, professional accountants and financial advisors

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Objectives

  • Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.
  • Identify the benefit eligibility issues.
  • Determine Social Security benefits and the implications retirement age has on those benefits.
  • Identify what types of Social Security survivor benefits are available.
  • Describe the disability income benefits and the multiple factors that can impact those benefits.
  • Identify coverages and costs associated with Medicare and what it does not cover.

Major Topics

  • What Medicare will and will not do
  • Managing Medicare gaps
  • Analyzing the wide menu of Social Security benefits
  • Social Security benefits for workers and families: retirement, survivor, disability, and death benefit
  • Tax impact of social security premiums and benefits
  • Impact of the new 3.8% Medicare surtax on investment income

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2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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