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NAIFA-FSP WEBINAR SERIES

Centers_LifetimeHealthcare-1

 

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes. This presentation focuses on the Social Security rules and claiming decision considerations that that are most often overlooked and least understood. Client case examples are included.

You will learn about the common terms and acronyms, how benefits are calculated, the reductions and credits applied depending on age collected, considerations that apply to single, married, divorced and widowed retirees, why maximum life expectancy is important, and the possible pitfalls of working while collecting benefit.


You will learn to:
  • Explain basic concepts and rules surrounding Social Security Benefits
  • Discuss ways that singles, couples, divorced and widowed retirees can optimize their benefits
  • Specify who qualifies for dependent benefits and how their benefit amount is calculated 
  • Identify claiming strategy options for a widow(er) who is eligible for retirement and survivor benefits
  • Choose optimal claiming considerations for client case examples

REGISTER

This Webinar is Cosponsored by 

NARSSA_logo_smaller_2022

Continuing Education & additional information provided below.

Wednesday, August 6, 2025

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 (American College) Credit: $5

 

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

SPEAKER

Martha Shedden

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

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

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 (American College) 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

National Association of Insurance and Financial Advisors (NAIFA) 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. 

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 877-866-2432.

Additional CE Credit Info:
$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, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate.

 

Presentation Material

Your confirmation and reminder emails will include the link to access 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 and you will automatically be sent the recording link.

 

 

 

 

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