Social Security: Current Strategies

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

Social Security: Current Strategies

This course no longer qualifies for Continuing Educations Credits for these qualifications : CFP(US)

Learning Objectives

Gain a basic introduction to the history and purpose of Social Security
Understand “Full Retirement Age” and how to choose your actual filing date
Learn how to maximize your lifetime benefits whether you’re single, married, divorced, or widowed

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.

Most working Americans have seen deductions from their paychecks since their first job as a lifeguard or an ice-cream scooper.

Now it’s time to think about the other side of that: how do you help clients maximize the value of their investment in our national retirement plan?

In this CPE Finance session, we’ll talk a little about the history and purpose of Social Security, and a lot about how and when to apply, how payments are determined, and how they’re affected by marriage, divorce, remarriage, widowhood, age, and disability.

Overview

What is FICA

5 mins
Social security information

10 mins
Currently insured

16 mins
Benefits: Spouse's Benefit

28 mins
Working after retirement

42 mins

Webinar Qualifies For

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

About Instructor

Heather Liston, CFP®, EA

, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

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

4.6

Excellent

Very Good

Average

Poor

Terrible

Lee Clausen, CFP® (US), EA, RICP

This is a good program on the basics of Social Security. The presenter covers a lot, but skims over the information quickly.

Brian Desiderio, CPA (US)

The webinar should be extended to provide more scenarios.

1 Credit

Add to Watchlist

Subject Area

Finance

Unlimited Access Plan

Access to 13,000+ Hours of Continuing Education Approved Content Know More

Subscribe to Access

Inclusions

Continuing Education Certificates for Multiple Qualifications View
Instant Certificates
Access on Mobile, Tablet and Desktop

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Social Security: Current Strategies

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Heather Liston, CFP®, EA

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Lee Clausen, CFP® (US), EA, RICP

Brian Desiderio, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Divorce and its Various Tax Implications

Financial and Estate Planning: Tools and Techniques

Schedule C Updates