Social Security: Advanced Education And Training

Course Details

Date

Tuesday, January 14, 2020

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Specialized Knowledge

Course Number

4192968E

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

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.

Highlights

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

Objectives

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

Designed For

CPAs and financial advisers.

Registration for this course has passed.

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$245.00
Non-Member Fee Applicable if you are not a HSCPA member.	$375.00
Your Price	$375.00