Understanding Social Security’s Role in Retirement Planning

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Understanding Social Security’s Role in Retirement Planning

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Drew Stevens

Learning Objectives

To explain how social security can be a valuable tool to help bridge any gap you may have between your expected sources of income and your expenses.
To analyze when to accept benefits and when not to.
To discuss how to optimize your retirement income for maximum life income.
To compare and contrast several ways that you can gain a benefit.

Course Description

Social Security is the foundation of many people’s retirement.

Most Americans depend heavily on their Social Security income after reaching retirement age. It is one of the most common strategic decisions affecting the lives of millions. There is little understanding of the importance of this strategic decision that can have a widespread impact on the standard of living.

Planning today can make a big difference in your retirement lifestyle tomorrow. Once you leave the workforce, the years that follow can be all that you want them to be—if you pave the way to ensure you have the income to last through your lifetime.

Key Topics discussed in this webinar:

4 Questions We’ll Answer Today
Baby Boomer Trivia
But We May Outlive Our Income
Retirement Income Myths
The 11 Critical Years
Lessons Learned
4 Essential Planning Pillars
3 Guaranteed Income Sources
How are social security benefits calculated?
How do I verify my earnings history?
What are my options for maximizing my social security?
Social Security Myths
Two Important Questions
Who Needs to Plan
An Ethical Bribe

Join this CPE Finance Webinar it will help you understand one of the key crucial components of your retirement plan.

Webinar Qualifies For

2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
2 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 314450)
2 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
2 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
2 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
2 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
2 CPD Credit for Trust and Estate Practitioners (TEP)
2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
2 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
2 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
2 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
2 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
2 PL Credit of Retirement Planning for CIPM
2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
2 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
2 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

2 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.

Ratings and Review

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Maria Pinto, CPA (US)

The presenter was phenomenal - very enthusiastic, engaging, and passionate about retirement planning.

Alison Jacobs, CPA (US)

instructor was very good and a lot of great info in this one.

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Finance

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Understanding Social Security’s Role in Retirement Planning

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Maria Pinto, CPA (US)

Alison Jacobs, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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