Disability Benefits For Qualifying Individuals

Author: Theodore Sarenski

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.

Publication Date: May 2019

Designed For
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

  • Disability Statistics
  • How to Apply for Social Security Disability
  • What to do if Denied
  • Work Required to Qualify
  • Total Disability Benefits
  • Compassionate Allowances
  • How Much Will a Disabled Person Receive?
  • Who Else Can Receive Benefits of the Disabled Worker?
  • Can Benefits be Reduced or Changed?
  • Continuing Disability Review
  • Triggered Reviews
  • Trial Work Period
  • Children with Disabilities
  • SSI
  • Eligibility for SSI Benefits

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
  • Differentiate correct disability statistics
  • Identify which circumstances in isolation would result in the denial of benefits, when applying for Social Security Disability
  • Recognize what is included within SSDI reductions
  • Identify what is excluded from the six major categories of disability
  • Describe the percentage of disabilities are caused by illness rather than accidents
  • Identify how many months are applied to the waiting period, a disability is expected to last at least one year or result in claimant's death


Instructional Method

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

Program Prerequisites

Advance Preparation

Registration Options
Regular Fee $44.00

 Chat — Books Support