Social Security – Understanding The Benefits

Welcome to myCPE

Learning Objectives

To explain how to advise clients on the full range of Social Security Benefits available to clients and their family members including Medicare enrollment.
To analyze how to enact various filing strategies such as Filing and Restrict and Suspend Benefits at Full Retirement Age.
To discuss how family members such as a spouse, divorced spouse, widow, or children can receive a benefit.
To identify how to register and use the online My Social Security Account and use the new Social Security Benefits Calculator and other online tools.
To explain how to avoid retirement mistakes and know the right way to advise and check beneficiary benefit calculations.

Course Description

This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Are you ready for retirement?

One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age, in doing so they can permanently reduce the benefits that they can receive over a lifetime. There are many factors to consider when making this important decision. If you are single, married, divorced, or widowed this webinar will help you make that personal decision.

In this online webinar, we will cover not only the retirement program but will also cover benefits for your family such as spouses, divorced spouses, and widow(ers) benefits. We will talk about the key factors to consider when determining the right time for you to file, and how you can work and collect benefits.

This CPE course will answer the following questions:

When you should file for Medicare?
Do you need Medicare if you are working and covered under your employer's health plan?
What forms do you need if you work and enroll after age 65?
How it is to file an online application.

Join this CPE Finance webinar, we will introduce these planning tools and other resources to help you prepare for your financial future. Navigating the Social Security program can be overwhelming. However, you will be amazed at the number of Social Security online tools that are available to help you plan.

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 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 312072)
1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
1.5 CPE Credit of Finance 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 for Certified Wealth Strategist (CWS)
1.5 CPE Credit of Finance for Retirement Income Certified Professional (RICP)
1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
1.5 CPE Credit of Finance for Wealth Management Certified Professional (WMCP)
1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1.5 PL Credit of Finance for CIPM
1.5 CPE Credit of Finance for Chartered Special Needs Consultant (ChSNC)

About Instructor

Brian Rudolph

Public Relations and Benefits Training Representative, Social Security Administration

Brian Rudolph is a Public Affairs and Benefits Training representative with the Social Security Administration based in the Twin Cities metropolitan covering Minnesota and Northern Wisconsin. Throughout his 19+ year career with Social Security, he has served as a Claims Specialist, System Support Coordinator, and Operations Supervisor. Additionally, Brian assisted with the development of a national ‘work incentives project’ designed to help disabled beneficiaries test their ability to work while collecting Social Security Disability benefits. He received dual Bachelor’s Degrees in Psychology and Social Work from the University of St Thomas – St Paul, MN.
In his primary effort to educate the public on Social Security’s programs and services, Brian has built essential partnerships with all Minnesota Congressional offices, a number of community advocacy groups, and major media sources. He widely distributes Social Security’s information to their followers through monthly news articles, TV/Radio Public Service Announcements, and through Social Security’s extensive social media content. A highlight during his career was his guest appearance on Relevant Radio’s nationally syndicated Drew Mariani Show – “The Future of Social Security”.
Brian regularly presents for State and City employees covered under MSRS, PERA, and TRA; the Veterans Administration; MN Nurses Association, Twin Cities colleges and universities, and a number of businesses including Fortune 500 Companies.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

4.6

Excellent

Very Good

Average

Poor

Terrible

Rondi Habern, CPA (US)

This was an excellent webinar covering all basic aspects of Social Security. The instructor was clear and concise. The handout was very informative.

Michael Boyle, AFSP, EA

As a tax professional, this was a succinct, well-done refresher on a topic that always comes-up during end of year tax planning.

HHCNP

Heather Hookstratten, Cpb, Notary Public, CPA (US)

Presenter did a great job

Suzanne Nicholie, CPA (US)

good

1.5 Credits

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Subject Area

Finance

Completed

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Social Security – Understanding The Benefits

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Brian Rudolph

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Rondi Habern, CPA (US)

Michael Boyle, AFSP, EA

Heather Hookstratten, Cpb, Notary Public, CPA (US)

Suzanne Nicholie, CPA (US)

Subject Area

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