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Complicated Social Security Case Analyses: The Details and Results
Course Information
Content Level: Intermediate
NAPFA Subject Area: E – Retirement Planning
Course Description

Helping your clients truly optimize the claiming of their Social Security benefits may be one of the most beneficial retirement decisions in which you can help them.

With so many rules that can apply to each family situation, a robust and precise software is essential to crunch the numbers that make the claiming decision much more clear-cut. Presenter Martha Shedden will demonstrate several real client cases and their compelling claiming results.

Learning Objectives
  1. Learn why even very knowledgeable SSA representatives may not understand all case details
  2. Understand some of the most common factors that make the claiming decision difficult
  3. Know more about the Social Security income planning process, including procedures and presentation of results, to give clients the knowledge and numbers needed to make an educated claiming decision

Martha Shedden, RSSA, CRPC

Martha Shedden is president and co-founder of the National Association of Registered Social Security Analysts (NARSSA) and is certified through the College of Financial Planning as a Chartered Retirement Planning Counselor (CRPC).

Shedden is passionate about educating finance and tax professionals on the topic of Social Security, recognizing the untapped demand for soon-to-be retirees to obtain accurate, personalized Social Security information and answers to their questions on the specific rules and claiming strategies that affect their claiming decisions and the creation of a financially secure retirement plan.

Availability: On-Demand
Expires on Dec 31, 2024
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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