Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients

Duration: 90 Minutes
This webinar will cover computation of social security benefits, eligibility, consequences of early benefits vs. later, spousal benefits, social security claiming strategies, use of the restricted application and more.
Advising Clients on Social Security
Product ID: 505056
Objectives of the Presentation
  • Understand how SS benefits are computed
  • Understand SS eligibility
  • Understand consequences of taking benefits early and benefits of taking benefits later
  • Understand how to coordinate spousal benefits and how to compute the spousal boost
  • Understand the impact of various SS claiming strategies to surviving spouse benefits
  • Understand how SS benefits are taxed
  • Understand how benefits may be impacted by the Annual Earnings Test
  • Review of many case studies to review the various SS options available in many situations
  • Understand when children are available for benefits
  • Understand how to use the restricted application to help clients to maximize their benefits
Why Should you Attend
This webinar will explain the talking points that advisors need to share when meeting with clients to discuss social security benefits and provide assistance. Advisors must be proactive, not reactive, when meeting as clients are looking for both assistance and advice. This session will discuss several important concepts:
  • The role of social security representatives
  • How benefits are calculated
  • An explanation of the social security statement, and
  • An explanation of the meaning of the terms "Primary Insurance Amount" (PIA) and "Full Retirement Age" (FRA), sometimes referred to as "Normal Retirement Age"
Who will Benefit
  • Advisors assisting clients with social security claiming options
  • CPAs
  • EA (Enrolled Agent)
  • Tax professionals
  • Financial advisors
  • Insurance agent
  • Lawyers
  • HR personnel
  • Financial Officers
  • Tax Managers
  • Accounts Payable Managers
  • Internal Auditors
  • Information technology design staff
  • Staff with roles and responsibilities in purchasing
  • Vendor Management
  • Tax Compliance Management
$300
Recorded Session for one participant
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Marc Kiner, CPA, NSSA®, is currently part owner and President with Premier Social Security Consulting. Marc is also a certified instructor for the National Social Security Advisors program. Marc created and developed the National Social Security Advisor certification program with his partner, Jim. Marc has over 30 years' experience in public accounting. Marc recently sold his CPA practice to concentrate on Social Security. His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues. Marc obtained his Bachelor of Science Degree in Accounting and Finance and a Master's Degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio. Marc is the President of Premier Social Security Consulting LLC and the President and on the board of National Social Security Association, LLC.

Jim is currently part owner and Social Security Consultant with Premier Social Security Consulting. Jim is also a certified instructor for the National Social Security Advisors program. Jim retired after 35 years with the Social Security Administration. Jim worked as a Service Representative helping individuals to solve problems with their Social Security benefits, a Claims Representative taking claims for retirement, survivors, disability and health insurance and retired as the District Manager of the Piqua, Ohio Social Security office. Jim created and developed the National Social Security Advisor certification program with his partner, Marc. Jim is a graduate of the University of Cincinnati with a Bachelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC.
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