Social Security 202:  Advanced Client Strategies Update
Live Webcast Replay

Social Security 202: Advanced Client Strategies Update


Total Credits: 1 including 1 Management Services

Average Rating:
  4.6   (2 comments)
Category:
ACPEN Industry Institute |  Partner Produced
Faculty :
Andy Landis
Course Levels:
Advanced
Duration:
1 Hour
License:
Access for 30 day(s) after program date.


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.

Course Materials

Faculty

Andy Landis Related seminars and products: 3


Andy Landis is one of the nation’s leading educators on Social Security and life planning for retirement.  A speaker, author, and consultant, Andy’s mission is to deliver clear, accurate information with generous helpings of fun and humor.  Andy conducts training seminars for the Financial Planning Association, the American Institute of CPAs, Fortune 500 firms, and others, for financial professionals and the public.   

His books include:

•    The award-winning Social Security, The Inside Story (Crisp Publications), hailed as the best book on the topic

•    Social Security:  Answering the Top Ten Client Mysteries (College for Financial Planning)

•    Social Security for the Financial Professional (American Institute of CPAs)    

Articles by Andy have appeared in numerous magazines, and he was profiled in Financial Planning magazine.  He has appeared on television, radio, training videos and audio tapes, national videoconferences, and live webcasts.    

Andy’s background includes employment at AARP and the Social Security Administration.  At AARP Andy served as Social Security Project Manager for the nine states of the West Region, formed a cadre of volunteer spokespersons, and created the worksheet How Would YOU Change Social Security?   At SSA he served as Field Representative and created the videotape Social Security:  It Never Stops Working.    

Andy is a past state chapter president of the International Society for Retirement Planning.


Dates

Tue, Dec 12, 2017 - 10:00a to 11:00a PST
Tue, Jan 09, 2018 - 10:00a to 11:00a PST
Tue, Feb 13, 2018 - 10:00a to 11:00a PST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs


Original Recording Date

04/05/2016


Learning 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


Major Subjects

* 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


Yellow Book

No


Course Developer

WSCPA


Date Added to Catalog

03/31/2016


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com(972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:     4.6

Total Reviews: 69

Comments

Alan W - Seattle, Washington

"Great materials!"

Xuan L - Bellevue,

"VERY USEFULL INFORMATION"

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