This course will prepare advisors to market and promote their SS consulting services. Delve into research techniques and learn advanced social security concepts and rules to better serve your clients.
DESIGNED FOR
CPAs in public practice or industry and financial advisors who advise clients and employees about retirement.
BENEFITS
- How to choose among the many Social Security options software
- How to navigate Program Operations Manual System and the Social Security Administration website
- Advanced research techniques & Advanced SS planning strategies
- Understand connection between Railroad Pension and Social Security
- Marketing Social Security services
HIGHLIGHTS
- Family maximum
- Annual earnings test
- Delayed retirement credits
- Spousal benefits, including surviving spouse benefits
- Children’s benefits, specifically the definition of children
- Research
- Social Security options software
- Alternative pension plans for government workers
- Legislation to change Social Security
- Means testing
- Application process
- Review of SS online calculators
- Interview process, such as the flow of client consultations
COURSE LEVEL
Advanced
PREREQUISITES
None
ADVANCE PREPARATION
None