Created the Social Security Advisor Certification Education Industry in 2013.

Sample Course Agenda

Sample Class Schedule

Time: 8:00am – 4:30pm

  • Welcome and introduction
  • Test Your Knowledge History (and future) of Social Security
  • COLA adjustments
  • Two major questions
  • Coordinating Spousal
  • Benefits and 3 Legged Stool
  • Annual statement
  • Retirement Benefits Eligibility
  • Definitions – FRA / PIA
  • Benefit Computation
  • Benefit Payment Schedule

9:30am – 9:40am: Break

  • Early Retirement Reduction
  • Annual Earnings Test
  • Delayed Retirement Credits
  • Early versus late
  • Spousal Benefits (current and divorced)
  • Survivor’s benefits / Children’s Benefits
  • Family Maximum

11:30am – 12:00pm: Lunch

  • NSSA® Admin
  • Social Security Benefits on Steroids
  • Case Studies
  • Social Security Options Software
  • To Over , Voluntary Suspension
  • Public Employees (WEP/GPO)
  • Overpayments, Research, Protective Filing
  • Appeals and Reconsiderations
  • Taxation of Benefits/Repayment of Benefits

1:30pm – 1:40pm: Break

  • Disability Benefits, Supplemental Security Income (SSI)
  • Medicare
  • Recap Questions

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