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hero image_ACS webinar

NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Social Security Financial Wellness: Help Your Clients Maximize Their Benefits

Most Americans don’t understand the 2,700-plus Social Security rules, don’t know who to ask for help, and don’t realize the impact of an uninformed decision on their financial future. As a result, 96% of those collecting Social Security today failed to maximize their benefits, resulting in an average loss of over $139,000 per household. The stakes are high, and with Social Security, you have one chance to get it right – forever.

Join us for this critical webinar to learn how you can help clients optimize their benefits!

After a brief overview of the basics, we will cover rules related to:

  • Unique claiming strategies
  • Understanding spousal and survivor benefits
  • How non-covered pensions affect Social Security benefits
  • Dependent benefits for minor and adult disabled children
  • Pitfalls of the earnings test and MORE!

REGISTER

Webinar is cosponsored with

NARSSA_logo_smaller_2022

Continuing Education & Additional information are provided below.

Wednesday, August 28th, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

August 28th | 12 - 1 pm eastern

SPEAKER

Martha Shedden

President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA)

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President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA)

Martha Shedden

Martha Shedden, RSSA, CRPC is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is a Chartered Retirement Planning Counselor (CRPC). She began teaching online CPE/CE Social Security courses to finance and tax professionals in 2014. Recognizing the demand for retirees to obtain personalized Social Security guidance on their claiming decisions, Martha launched Shedden Social Security & Retirement Planning in 2015 to provide Social Security claiming analyses services. In 2017 Martha co-founded NARSSA with Michael Rosedale to provide an e-learning platform and software for retirement professionals to become educated and trained to help their clients make their most optimal claiming decisions. Martha hosts a popular Podcast, Social Security, Answers from the Experts, is the author of numerous Social Security white papers, seminar presentations and financial publication articles and her book Avoiding Social InSecurity, The Retirement You Desire, The Social Security You’ve Earned, based on top podcast interviews.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of Social Security
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

Society of Financial Service Professionals is 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. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar.

ADDITIONAL INFORMATION

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for accessing the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.

 

 

 

 

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