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Social Security and Retirement Planning: A Hit or Myth Proposition
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning & Emp. Benefits
Course Description
Presenter Kurt Czarnowski is the Social Security Administration’s former Regional Communications Director for New England. Kurt will dispel many of the current myths surrounding the Social Security program and cover the most important things that advisors need to know in order to assist those clients and prospects who seek help in navigating the Social Security retirement benefit maze. These include deciding when to collect, how a retirement benefit is calculated, and the impact of working in retirement. He will also discuss spousal, divorced spousal and survivor benefits, as well as the Windfall Elimination Provision (WEP), and Government Pension Offset (GPO).
Learning Objectives
  1. Understand why "good things come to those who wait”.
  2. Discover why "good things come to those who work".
  3. Learn how the receipt of a certain type of public pension impacts someone’s ability to collect Social Security benefits.
Kurt Czarnowski

Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 11th year of providing “Expert Answers to Your Social Security Questions.”

Czarnowski worked for the Social Security Administration for 34 years and served as the agency’s Communications Director in New England from December of 1991 until his retirement at the end of 2010.

As Regional Communications Director, Czarnowski was a frequent speaker at local and regional events for members of the public and, in his “retirement,” he has been invited to speak on Social Security at events across the country.

He has been a contributor to “Retirement Weekly,” and his answers to readers’ Social Security questions have been seen in “Retirement Daily,” as well as “U.S.A. Today.” He was also quoted in both the New York “Times” and the Boston “Globe” about the best time to claim Social Security retirement benefits.

Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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