Disability Strikes One in Three Workers: Benefits Social Security Provides (Completed)

Date: Tuesday, May 21, 2019
Instructor: Theodore Sarenski
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  1 hour for CPAs

Join expert Theodore Sarenski, CPA/PFS, CFP, AEP, as he walks through who qualifies for Social Security disability, how much they and other family members can receive, and how they can get back to work and not lose Social Security Disability benefits.

Who Should Attend
Any professional who is advising individual clients should attend this session as well as all of the series of the Social Security sessions to properly advise your clients on Social Security, the backbone of each person’s retirement.

Topics Covered

  • How one qualifies for Social Security disability which is much different than private or group disability policies
  • What someone needs to do to continue receiving Social Security disability
  • What happens to Social Security disability when you reach retirement age

Learning Objectives

  • Describe disability planning with individual clients and determine what private or group disability policies are necessary to supplement Social Security disability
  • Identify how to advise clients on what other family members qualify for benefits beyond the disabled person
  • Recognize how to assist clients in applying for Social Security disability

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (1 hour)

Program Prerequisites
None

Advance Preparation
None

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