Social Security: Advanced Education And Training
Gain practical tips to market and promote Social Security consulting services. Delve into research techniques and learn advanced Social Security concepts and rules to better serve clients.
- Family maximum
- Annual earnings test
- Delayed retirement credits
- Spousal benefits and surviving spouse benefits
- Children’s benefits, specifically the definition of children
- Social Security options software
- Alternative pension plans for government workers
- Legislation to change Social Security
- Means testing
- Application process
- Online Social Security calculators
- Client consultations
- Navigate Program Operations Manual System and the Social Security Administration website
- Advanced research techniques & advanced social security planning strategies
- Understand connection between Railroad Pension and Social Security
- Marketing Social Security Services
CPAs and financial advisers.
Registration for this course has passed.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.