Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients
Instructors:
Marc Kiner,
Jim Blair
Product ID: 705385
Training Level: Basic to Intermediate
- Duration: 90 Min
Why Should You Attend:
This webinar will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance. Advisors must be proactive, not reactive, when meeting as clients are looking for both assistance and advice. This session will discuss several important concepts:
- The role of Social Security representatives,
- how benefits are calculated,
- An explanation of the Social Security statement, and
- An explanation of the meaning of the terms “Primary Insurance Amount” (PIA) and “Full Retirement Age” (FRA), sometimes referred to as “Normal Retirement Age”.
Areas Covered in the Webinar:
- Understand how SS benefits are computed
- Understand SS eligibility
- Understand consequences of taking benefits early and benefits of taking benefits later
- Understand how to coordinate spousal benefits and how to compute the spousal boost
- Understand the impact of various SS claiming strategies to surviving spouse benefits
- Understand how SS benefits are taxed
- Understand how benefits may be impacted by the Annual Earnings Test
- Review of many case studies to review the various SS options available in many situations
- Understand when children are available for benefits
- Understand how to use the Restricted Application to help clients to maximize their benefits
Who Will Benefit:
- Advisors assisting clients with Social Security claiming options.
- CPAs,
- EA (Enrolled Agent)
- Tax professionals
- Financial advisors
- Insurance agent
- Lawyers
- HR personnel, etc.
- Financial Officers
- Tax Managers
- Accounts Payable Managers
- Internal Auditors
- Information Technology design staff
- Staff with roles and responsibilities in purchasing,
- Vendor Management,
- Tax Compliance Management
Marc Kiner
Owner and President, Premier Social Security Consulting
Marc Kiner, CPA, NSSA®, is currently part owner and President with Premier Social Security Consulting. Marc is also a certified instructor for the National Social Security Advisors program. Marc created and developed the National Social Security Advisor certification program with his partner, Jim. Marc has over 30 years’ experience in public accounting. Marc recently sold his CPA practice to concentrate on Social Security. His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues. Marc obtained his Bachelor of Science Degree in Accounting and Finance and a Master’s Degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio. Marc is the President of Premier Social Security Consulting LLC and the President and on the board of National Social Security Association, LLC.
Jim Blair
Social Security Consultant, Premier Social Security Consulting
Jim is currently part owner and Social Security Consultant with Premier Social Security Consulting. Jim is also a certified instructor for the National Social Security Advisorsprogram. Jim retired after 35 years with the Social Security Administration. Jim worked as a Service Representative helping individuals to solve problems with their Social Security benefits, a Claims Representative taking claims for retirement, survivors, disability and health insurance and retired as the District Manager of the Piqua, Ohio Social Security office. Jim created and developed the National Social Security Advisor certification program with his partner, Marc. Jim is a graduate of the University of Cincinnati with a Bachelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC.
Refund Policy
Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).
