Gain a firm understanding of Social Security retirement benefits and when it makes sense to delay so you can properly advise your clients.
Social Security has been in the news recently as we are only 11 years away from the year that the Trustees of the Social Security Trust Fund have predicted the system will run out of money and only be able to pay 80% of projected benefits. Your clients are going to be asking more and more questions about Social Security. This presentation will cover the history of Social Security; how to apply for benefits; a discussion of the optimal time to begin benefits, and a couple of case studies of optimal choices; survivor Social Security benefits; disability Social Security benefits; and other Social Security nuance like the WEP, GPO, and divorce. After the presentation, you will have the materials and knowledge to guide your clients in making informed Social Security benefit decisions.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
History of Social Security
- 13 Major Changes Since Social Security Was First Enacted
- How to Apply for Benefits
- Online or in Person
Discussion and Case Studies of the Optimal Time to Begin Retirement Benefits
- 62, FRA, or 70 - or Any Other Age in Between
- Single, Married or Divorced
- Potential Family Benefits
Survivor Social Security Benefits
- Who Can Receive Benefits
- How Much Can Each Person Receive From the Work Record of the Deceased
Disability Social Security Benefits
- What Is Required to Receive Social Security Disability
WEP, GPO, and Other
- What Are the Special Situations Some Clients May Have
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 27, 2023.
Call 1-866-352-9540 for further credit information.
- AR CLE 1.0
- This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.0
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
- HI CLE 1.0
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
- MO CLE 1.3
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.0
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 65 Minutes.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.0
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit under the Law & Legal Procedure category.
- WV MCLE 1.3
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Theodore J. Sarenski, CPA, CFP®, PFS, AEP
SageView Advisory Group
- Wealth manager at Sage View Advisory
- Personal financial planning and investment advice for the millionaire next door
- Has spoken at conferences of the AICPA, FPA, and private groups
- Interviewed on radio stations across the nation on financial planning topics and interviewed and quoted in many national financial-related publications
- Authored the CPAs Guide to Social Security for the AICPA PFP division and updates the publication annually
- Received the AICPA PFP division’s Distinguished Service award in 2013 and the AICPA Sidney Kess award for Excellence in Continuing Education
- Member of the AICPA and the FPA
- Can be contacted at [email protected] or 315-439-7059
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- White Papers and Articles
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- State Specific Credit Tracker
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