Our offices will be closed Monday, May 28th, in observance of Memorial Day. Technical Support will be available via email at ​kfeducation@kaplan.com during business hours. We look forward to serving you when we return Tuesday, May 29th. 

Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Social Security: Advanced Training (SSAE)

8-Hour Program

WHY ATTEND THIS COURSE?

This course will prepare advisors to market and promote their Social Security consulting services. Delve into research techniques and learn advanced Social Security concepts and rules to better serve your clients.

DESIGNED FOR...

CPAs in public practice or industry and financial advisors who advise clients and employees about retirement.

OBJECTIVE

Participants will be able to:

  • 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

MAJOR SUBJECTS

  • We are going to delve deeper into topics that were covered in Social Security Benefits: Advising Clients
  • Family maximum
  • Annual earnings test
  • Delayed retirement credits
  • Spousal benefits (lots of confusion here by advisors)
  • Surviving spouse benefits
  • Children’s benefits – specifically the definition of children
  • Research
  • Social Security Options software
  • Alternative pension plans for government workers
  • Legislation to change Social Security
  • Means testing
  • Application process
  • Review of Social Security online calculators
  • Interview process - The flow of client consultations

COURSE ACRONYM: SSAE

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Advanced

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Specialized Knowledge and Applications/Social Security Benefits

RECOMMENDED CPE CREDIT: 8 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.