Understanding Social Security’s Role in Retirement Planning 2 Credits
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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:
Join this CPE Finance webinar it will help you understand one of the key crucial components of your retirement plan.
| 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 |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning 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 |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| 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 |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning 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 |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| 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 |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning 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 |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning 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 |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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.
BC
Excellent presenter who kept the audience engaged. Provided general information then real-life examples to elaborate on the nuances of Social Security and how various decisions affect benefits.
NA
In my view this is best way to get your CPE credits. I have had a great experience. The presenters are very knowledgeable and the seminars are provide a lot of useful information.
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