Strategies in Social Security – Techniques and Tips to Optimize Your Distribution

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Strategies in Social Security – Techniques and Tips to Optimize Your Distribution

Reviewed

January, 2024

Drew Stevens

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

Learning Objectives

To identify how to increase social security and pension income.
To analyze how to reduce market risk and still have good returns on your retirement savings.
To discuss how to create a retirement income plan to ensure you never run out of money.
To identify the right technology to make your retirement easier to manage.
To explain how to protect your wealth from poor health.

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.

This course is valid up to August 28th, 2024 for CDFA Professionals. It is advisable to complete this course before that to process the credit on time.

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-

Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather the market fluctuates.
A couple will spend an estimated $245,000 on healthcare throughout retirement.
Inflation can lower the value of your savings from year to year.
Nearly 60% of retirees don’t budget for entertainment and activities.

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!

Overview

What if there is a better way to ensuring social security?

10 mins
Why is social security a hot topic?

19 mins
What is changing for 2023 concerning social security regulations?

27 mins
Why do a majority take their social security early?

41 mins
Case Study: What should Jane do?

63 mins

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 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
2 PL Credit of Finance 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 Social Security and other government benefits for Certified Divorce Financial Analyst (CDFA)
2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
2 CE Credit of Finance for Retirement Income Certified Professional (RICP)
2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
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 Advisor in Senior Living (CASL)
2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
2 PL Credit of Finance 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

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

4.4

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Edward Marshall, CFP® (US), CPA (US), CPA/PFS

I still do one fully understand the concept of file and suspend so the spouse can collect benefits. Might want to clarify in the next webinar. Great information.

Kelly Gray, Others

Thank you mycpe for having classes with such excellent content. I learned so much!

William Potter, CPA (US)

Helped solidify my understanding and make me aware of certain pitfalls.

Neeland Enniss, CPA (US)

The instructor was engaging and effective in presentation

Ann Conway, CPA (US)

Very relevant and helpful information, well presented !

2 Credits

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Finance

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Strategies in Social Security – Techniques and Tips to Optimize Your Distribution

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

2 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Edward Marshall, CFP® (US), CPA (US), CPA/PFS

Kelly Gray, Others

William Potter, CPA (US)

Neeland Enniss, CPA (US)

Ann Conway, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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