Social Security for People under 40 – Is Social Security Something I need to think about? 2 Credits
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Social Security benefits are the most important source of U.S. retirement income. Sadly, less than 4% of Americans claim benefits at the earliest age possible, taking a significant reduction in benefits, and often paying more taxes as well.
Over time, however, trends in employer-provided pension offerings, societal changes, and Social Security program rule changes have altered the distribution of income by source among the aged population. Social Security will comprise 40-60% of a retired individual's guaranteed income in retirement. It often provides benefits to two lives, so making the right claiming decision can significantly impact the amount of money available to a surviving spouse.
Key topics covered in this course:
Join this CPE Finance webinar it will help you explain the importance of understanding when and how to take distributions at the right time so you can live in peace in retirement.
Valid upto : Dec 31, 2024
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Pre-requisites
Advance Preparation
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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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.
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