Situational Social Security 1 Credit
Learning mode
Are you ready to elevate your advisory game and tap into the universal language of baby boomers? Don't miss our exclusive CPE session, where we delve into the intricate world of Situational Social Security.
Social Security isn't a one-size-fits-all solution – every client's situation is unique. From singles to married couples, divorced individuals to surviving spouses, public employees to children, and those eligible for Restricted Applications – the landscape is diverse and complex. Our seminar is designed to equip you with the insights and tools to navigate this intricate web of Social Security scenarios.
By attending, you'll gain a deep understanding of the questions and challenges that pertain to all clients. Uncover the art of asking probing Social Security questions that hold the key to unlocking additional benefits for your clients. This knowledge isn't just about enhancing your advisory skills; it's about connecting with the baby boomer generation on a whole new level.
In an era where Social Security is the common thread among baby boomers, being well-versed in this domain is non-negotiable. Join us to gain the expertise you need to provide tailored advice and secure the financial well-being of your clients. Get ready to transform your advisory approach and make a lasting impact on your clients' lives.
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Financial Planning for CIPM | 1 PL | Eligible |
Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Financial Planning for CIPM | 1 PL | Eligible |
Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Financial Planning for CIPM | 1 PL | Eligible |
Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Marc is currently part owner and President with Premier Social Security Consulting. Marc is also a certified instructor for the National Social Security Advisor Certificate program. Marc created and developed the National Social Security Advisor certificate 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. 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. Marc is a supporter of Crayons to Computers, a free store for teachers. Marc lives in Cincinnati and has two sons, Jeremy, 28 and Aaron 22.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CT
Great overview on the rules. I also appreciated the fact that you gave the information needed without going on and on about one topic. Very Good.
LH
This was a great course. I bought a book too, but I still think it was worth an hour of my time to get a high level understanding of SS benefits.
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