Family Protection: How Social Security Assists Survivors (Completed)

Date: Friday, May 17, 2019
Instructor: Theodore Sarenski
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  1 hour for CPAs

Join expert Theodore Sarenski, CPA/PFS, CFP, AEP, as he walks through who can receive survivor Social Security benefits on a deceased worker’s work record. This 1 hour course wills identify when benefits begin, when benefits end, and the limitation of potential 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

  • Who is eligible to receive Social Security Survivor Benefits and how much they receive
  • How the survivor benefits are computed based on the deceased's work record
  • When the benefits might end or how they might continue for a survivor's lifetime

Learning Objectives

  • Identify how to assist clients in obtaining the maximum Social Security benefits for survivors when a loved one dies
  • Recognize how to properly plan additional insurance coverage for survivors by knowing what Social Security provides
  • Identify how to attract new business with your knowledge in a not so well known area of expertise


Instructional Method
Group: Internet-based

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

Program Prerequisites

Advance Preparation

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