Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 2

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 2 - Understanding Social Security

Date

May 08, 09:00 AM ET

Drew Stevens

Learning Objectives

To review the history of social security.
To explain why social security is a big asset for many retirees.
To discuss how social security benefits are calculated.
To identify various options for maximizing social security.

Course Description

Social Security is good for providing a basic retirement income that you and your spouse can rely on. It is an integral part of retirement planning.

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. 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.

Key topics covered in this course are:

Overview of Social Security
Social Security is the Foundation of Income Planning
Social Security benefits calculation
Claiming SSA Retirement Benefits
How to verify Earnings History?
Optimizing social security strategies

This CPE Finance Webinar 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.

Webinar Qualifies For

1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
15 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1.5 PL Credit of Retirement Planning for CIPM
1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.