Social Security 201: Mastering the Client Mysteries
Total Credits: 1 including 1 Management Services - Technical
- Average Rating:
- 118
- Categories:
- ACPEN Industry Institute | Partner Produced
- Speaker:
- Andy Landis
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
Description
Are you overlooking the equivalent of $700,000 in your clients’ portfolios? In this session you will unlock Social Security’s top ten mysteries in an entertaining, humorous, and informative way. You will have knowledgeable, professional answers to client questions about Social Security. Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise. Learn how Social Security works for real people like your clients. Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement. Learn how to get quick, online payment estimates for any client’s future scenario. See the bottom line on career changes like early retirement or switching to part-time and hear a few good Social Security jokes.
Basic Course Information
Learning Objectives*Have knowledgeable, professional answers to client questions about Social Security.
*Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.
*Learn how Social Security works for real people like your clients.
*Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.
*Learn how to get quick, online payment estimates for any client’s future scenario. See the bottom line on career changes like early retirement or switching to part-time.
*Hear a few good Social Security jokes.
Major Subjects
*System finances
*Payment computations
*Retirement payments
*Family payments
*Survivor payments
*Work after retirement
*How to file
Course Materials
| Social Security 201_Slides (3.63 MB) | 27 Pages | Available after Purchase |
| Social Security 201_Manual (5.18 MB) | Available after Purchase | ||
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Speaker
Andy Landis Related Seminars and Products
Andy Landis is one of the nation’s leading educators on Social Security and life planning for retirement. A speaker, author, and consultant, Andy’s mission is to deliver clear, accurate information with generous helpings of fun and humor. Andy conducts training seminars for the Financial Planning Association, the American Institute of CPAs, Fortune 500 firms, and others, for financial professionals and the public.
His books include:
• The award-winning Social Security, The Inside Story (Crisp Publications), hailed as the best book on the topic
• Social Security: Answering the Top Ten Client Mysteries (College for Financial Planning)
• Social Security for the Financial Professional (American Institute of CPAs)
Articles by Andy have appeared in numerous magazines, and he was profiled in Financial Planning magazine. He has appeared on television, radio, training videos and audio tapes, national videoconferences, and live webcasts.
Andy’s background includes employment at AARP and the Social Security Administration. At AARP Andy served as Social Security Project Manager for the nine states of the West Region, formed a cadre of volunteer spokespersons, and created the worksheet How Would YOU Change Social Security? At SSA he served as Field Representative and created the videotape Social Security: It Never Stops Working.
Andy is a past state chapter president of the International Society for Retirement Planning.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For All CPAs
Original Recording Date 04/05/2016
Yellow Book No
Course Developer WSCPA
Date Added to Catalog 03/31/2016
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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