Strategies in Social Security – Techniques and Tips to Optimize Your Distribution 2 Credits
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Why isn’t anyone talking about how to convert my retirement accounts into retirement income?
Social Security planning is now a vital element in securing income sufficiency in retirement and there are strategies to maximize your benefits.
If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.
The following things should be taken into consideration-
Join this CPE Finance webinar, it will explain how to plan for retirement and make it easier to manage.
When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!
Spouses are encouraged to attend!
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 2 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Finance for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy.
A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand:
Who Drew Really Is
Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives.
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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.
JM
Drew Stevens is an accomplished instructor and presenter. Like all of his other courses, this course and the content does not disappoint. Social Security Strategies is a critical topic and should be an integral part of any financial planning. Thank you Drew for sharing this information and articulating the value of this knowledge.
CM
It is one of many excellent webinars on Social Security. I believe every CPA, Financial Planner, EA, and Tax Attorney should understand the importance of retirement planning and the impact of Social Security within the planning.
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