Webcast: Advising Clients of Social Security Benefits (XCSSB17)
Tell a Friend About This EventTell a Friend
 

Are you prepared for your baby boomer clients' questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits. Learn the basics of Social Security, including planning strategies, to help clients make a plan and maximize their Social Security benefits. Increase your value to your clients and be proactive in helping them make this important decision by tapping into the knowledge of a 35-year veteran of the Social Security Administration.

12/8/2017
When: 12/08/2017
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4171453D
United States
Presenter: Jim Blair


Online registration is closed.
« Go to Upcoming Event List  

Acronym XCSSB17
CPE 8 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Beginning
Prerequisite None
Adv Prep None
Yellow Book? No
Designed for CPAs in public practice or industry who advise clients about retirement.
Registration
Member $245
CPA Non-Member $375

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Are you prepared for your baby boomer clients' questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits. Learn the basics of Social Security, including planning strategies, to help clients make a plan and maximize their Social Security benefits. Increase your value to your clients and be proactive in helping them make this important decision by tapping into the knowledge of a 35-year veteran of the Social Security Administration.

Materials are provided as an ebook for this course.

Objectives

  • Recognize opportunities to increase Social Security benefits.
  • Identify how to use information in the annual statement.
  • Calculate taxable benefits, delayed retirement credits, and the effect of work for earnings not covered by Social Security (WEP and GPO).
  • Determine how to advise clients regarding the earnings test and when to file for Medicare, and retiring clients concerning benefits.
  • Identify ways to represent clients in Social Security matters.

Major Topics

  • Social Security issues
  • Retirement vs. disability
  • Annual statement
  • Taxation of benefits; Benefits calculation; Medicare benefits; Spousal and survivors benefits; Taking benefits early vs. later
  • Full retirement age
  • Strategies for single individuals, survivors and couples
  • Windfall Elimination Provision and Government Pension Offset