Understanding Social Security For Your Clients

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This webinar will focus on Social Security and how professionals can help their clients optimize their benefits. We will discuss the importance of Social Security including important facts, types of benefits, unique client circumstances and more. We will also review the basic Social Security rules that all advisors should be aware of including important terms, benefit calculations, benefit types and eligibility, cost of living adjustments, and more. This session will also include the complexities of the program including, the earnings test, dependent benefits, survivor benefits and the complicated factors for each.

Identify the ways that Social Security is important.
Recall the most important Social Security terms.
Compare the different benefit types.
Compare benefit eligibility factors.
Differentiate the cost-of-living adjustment from those who are or are not collecting a benefit.
Discuss the complexities including case examples.

Competency Level: Advanced

FPA Competency: Critical Thinking

CFP Board Topic: Education Planning, Retirement Savings and Income Planning, General Financial Planning Principles

CFP Board CE Credit Hours: 1

Thomas Drapala

Director of Strategic Partnerships

Registered Social Security Analysts

Thomas Drapala, RSSA is Director of Strategic Partnerships for Registered Social Security Analysts. RSSA is the leader in Social Security training and education for financial and insurance professionals. Tom has extensive Social Security knowledge including the most difficult cases to ensure agents and advisors receive top notch education, technology, marketing, and support through the RSSA Social Security Program. Tom has a Masters in Financial Management from LIU Post and lives on Long Island with his wife and two young children.