Webcast: Social Security 202: Advanced Client Strategies Update

WB3454  |  Partner Virtual Events  |  Advanced  |  Scheduled

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.

Credits

Number of Credits Type of Credits
1 Management

Prerequisites

None

Highlights

* 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

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

Preparation

None

Notes

This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.

Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$59.00
Member
$39.00
Non-Member
$59.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com