Social Security for People under 40 – Is Social Security Something I need to think about? 2 Credits
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Social Security benefits are the most important source of U.S. retirement income. 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.
Over time, however, trends in employer-provided pension offerings, societal changes, and Social Security program rule changes have altered the distribution of income by source among the aged population. 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.
Key topics covered in this course:
Join this CPE Finance webinar it 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.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Finance for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Retirement Planning for CIPM | 1.5 PL | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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