Events Search
  Summary & Check Out (0)
Wednesday, July 15, 2015 Live

Social Security: Advanced Education and Training (E1507173)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in TX

OVERVIEW

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

INSTRUCTOR

James Blair

James R. Blair

Nichols Patrick CPE, Inc.

Jim Blair is a 35-year veteran of the Social Security administration and co-owner of Premier Social Security Consulting. Jim has worked as a service representative (helping individuals who are having problems with their Social Security benefits), a claims representative (taking claims for retirement, survivors, disability, and health insurance), an operations supervisor, and a district manager running the Piqua, Ohio, Social Security office. He retired in January, 2010. Jim is a frequent speaker on Social Security for conferences and seminars and recently authored a Social Security handbook. He founded the National Social Security Advisor Certification program and developed the threelegged stool, resulting in maximum Social Security benefits.

PRICING

$299.00 - Member

$399.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Nichols Patrick CPE, Inc.

AREAS OF INTEREST