CE:
CFP: 1 E, NASB: 1 AP, NAPFA: 1 E
https://attendee.gotowebinar.com/register/3720180356233083906
Social Security Solutions is a company specializing in helping individuals with retirement, Medicare, and disability claims. The company also offers seminars for professionals and employees to help clarify the many complex issues of Social Security. The seminar is a one-hour presentation that covers retirement, survivor, spousal, disability, and Medicare benefits. It is conducted by Denny Heywood, president of Social Security Solutions.
The presentation provides the following information:
• Retirement benefit options available at ages 62 through 70
• What income affects Social Security benefits and when • How spousal benefits are figured if the client is also eligible for retirement on own account
• Explanation of break-even points if benefits are taken at age 62, age 66 (full retirement age), or age 70
• Delayed retirement credits (DRCs) and voluntary suspension
• How special wage payments (deferred income, vacation pay, sick pay, stock options, etc.) affect retirement benefits
• Strategies to maximize benefits
• How the Windfall Elimination Provision and Government Pension Offset affect retirement, spousal, and widow(er) benefits
• Widow(er) benefits and the choices available to widow(er) when utilizing DRCs
• Medicare Part A, B, D, Medigap coverage, and the enrollment periods