Learning Center

Social Security: Important Updates for 2023

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As we usher in 2023, the annual Social Security ”automatic determinations” that affect benefits and an historically high COLA are set to begin in January. Proposed Congressional modifications to strengthen and extend the longevity of the program are being considered for the first time in many years. And at RSSA, we are finalizing development of our new Social Security based self-employment tax and retirement analysis tool, SETARA, and adding more resources for our analysts. Join us for this informative presentation and learn how you can become the Social Security expert in your community!

1) Explain how clients qualify for Social Security benefits and how benefits are calculated, including reductions and credits applied depending on age of claiming,

2) Identify the factors that affect a client's optimal date to begin receiving benefits and the impact of the earnings test, and

3) Describe the rules related to spousal and survivor benefits, taxation of Social Security benefits and the affect a pension may have on Social Security benefits.

Martha Shedden, RSSA, CRPC

President and Co-Founder

National Association of Registered Social Security Analysts

Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts. 

She is a Chartered Retirement Planning Counselor and is passionate about educating financial professionals and retirees on the details of Social Security income planning. 

Martha has over a decade of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals and is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

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Social Security: Important Updates for 2023
12/06/2022 at 11:00 AM (MST)  |  60 minutes
12/06/2022 at 11:00 AM (MST)  |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 1.0 CFP CE credit and certificate available
Live Viewing: 1.0 CFP CE credit and certificate available