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Social Security 202: Advanced Client Strategies Update
Total Credits: 1 including 1 Management Services - Technical
- Average Rating:
- 76
- Categories:
- ACPEN Industry Institute | Partner Produced
- Speaker:
- Andy Landis
- Course Levels:
- Advanced
- Duration:
- 1 Hour
- Product Type:
- On Demand
- License:
- Access for 1 year(s) after purchase.
Description
Take your Social Security knowledge to the next level. Get a quick review of Social Security basics (worker, spouse, former spouse, and child benefits). Understand the two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim. Learn the impact of the Bipartisan Budget Act of 2015 on client strategies. See sample payout comparisons for various strategies. Discover new ways to immediately apply strategies in various client scenarios. Browse software choices to polish client presentations. All with the expertise and fun style of Andy Landis.
Basic Course Information
Learning Objectives* Review of Social Security basics
a. Worker, spouse, former spouse, and child benefits
* Maximizing strategy #1: File and suspend
a. File and Suspend uses and procedure
b. Example chart
c. Example payment comparison
d. Accessing the “contingency fund” (retroactive payment of suspended benefits)
e. Changes in the 2016 budget agreement
f. SSA citations for more information
* Maximizing strategy #2: Spousal-Only Claim (restricted application)
a. Spousal-only uses and procedure
b. Example chart
c. Example payment comparison
d. Changes in the 2016 budget agreement
e. SSA citations for more information
4. Social Security software resources
a. List of software products from different firms
b. Screenshots and contact information
* Closing, Q&A
Major Subjects
* Explore two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim
* Learn the impact of the Bipartisan Budget Act of 2015 on client strategies
* See sample payout comparisons for various strategies
* Discover new ways to immediately apply strategies in various client scenarios
* Browse software choices to polish client presentations
* All with the expertise and fun style of Andy Landis
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Social Security 202_Slides (0.60 MB) | Available after Purchase | ||
| Social Security 202_Manual (3.46 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
PrerequisitesNone
Advanced 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 PolicyPlease 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
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