Social Security: Advanced Education and Training Webinar

Nov 26
9:30 - 5:00 p.m.

Online

8-Other
CPE Credits

Navigate Program Operations Manual System and the Social Security Administration website
Advanced research techniques & advanced social security planning strategies
Understand connection between Railroad Pension and Social Security
Marketing Social Security Services

Highlights

Family maximum
Annual earnings test
Delayed retirement credits
Spousal benefits and surviving spouse benefits
Children’s benefits, specifically the definition of children
Social Security options software
Alternative pension plans for government workers
Legislation to change Social Security
Means testing
Application process
Online Social Security calculators
Client consultations

Registration

PICPA Member: $245
Nonmember: $345

More Information

Course No. 4182968B Level: Advanced

Prerequisites:

None.

Notes

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.