Social Security 201: Mastering the Mysteries
On Demand

Social Security 201: Mastering the Mysteries


Credits: 1 Management Services

Average Rating:
  4.6   (8 comments)
Faculty :
Andy Landis
Course Levels:
Basic
Duration:
1 Hour
License:
Never expires.


Description

Are you overlooking the equivalent of $700,000 in your clients’ portfolios? In this session you will unlock Social Security’s top ten mysteries in an entertaining, humorous, and informative way.  You will have knowledgeable, professional answers to client questions about Social Security.  Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.  Learn how Social Security works for real people like your clients.  Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.  Learn how to get quick, online payment estimates for any client’s future scenario.  See the bottom line on career changes like early retirement or switching to part-time and hear a few good Social Security jokes.

Course Materials

Faculty

Andy Landis Related seminars and products: 2


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.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs


Original Recording Date

04/05/2016


Learning Objectives

*    Have knowledgeable, professional answers to client questions about Social Security.

*    Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.

*    Learn how Social Security works for real people like your clients.

*    Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.

*    Learn how to get quick, online payment estimates for any client’s future scenario.  See the bottom line on career changes like early retirement or switching to part-time.

*    Hear a few good Social Security jokes.


Major Subjects

*System finances

*Payment computations

*Retirement payments

*Family payments

*Survivor payments

*Work after retirement

*How to file


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: 93

Comments

Rehanna M - ,

"Instructor was great. Wish this was longer."

Marie S - ,

"for time allotted I think it was very good, speaker is clear"

Janice P - x, Washington

"Good job!"

Kimberly C - Yemassee, South Carolina

"best speaker yet and one of the most informative social security classes yet--thank you!!!"

Alan W - Seattle, Washington

"Excellent course materials"

Marcie C - Comfort, Texas

"Thank you. Glad to have a brief and informative overview of SS."

Amanda C - ,

"good beginner course"

Zenia M - x, Washington

"A suggestion would be to have a small quiz for everyone to do at the end of the webcast and have the answers pdf file to view after we answer the questions. "

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