Social Security, Disability and Other Government Benefits
The Social Security income election decision may be one of the most important financial decisions pre- and early retirees make. These Social Security courses will provide you with a thorough overview on how to advise your clients.
Join expert, Theodore Sarenski, CPA/PFS, CFP, AEP, as he walks you through how Social Security came to be legislated and of the many changes it has undergone through its 80 year history. Following the history we will review the legislation introduced in congress or the Senate over the last four years which will give you an idea of where Social Security is headed in the future. Lastly, we will cover the basic benefits and rules in the Social Security system.
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 will identify when benefits begin, when benefits end, and the limitation of potential benefits.
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.
Most clients qualify for Social Security benefits. Join expert, Theodore Sarenski, CPA/PFS, CFP, AEP, as he goes through how your clients apply for these benefits and what the optimum time to begin the benefits are.
Medicare was never part of the Affordable Care Act. Join expert, Theodore Sarenski, CPA/PFS, CFP, AEP, for a discussion about the health insurance choice for most all Americans upon reaching the age of 65.
Social Security has rules and laws that rival the rules on taxation in its complexity. Join expert, Theodore Sarenski, CPA/PFS, CFP, AEP, as he talks about some of the lesser known sections of the Social Security law to advise clients who are not the norm.
With the Baby Boom generation entering retirement in record numbers, advisors are getting more questions about Social Security and Medicare. The pandemic has forced more people to apply for and collect social security benefits earlier than they may have planned.
Total: 7 courses (10 CPE hours)