OasisLMS

• Webinars and spring conference recordings
• Webinars and fall conference recordings
• Spring and fall conference recordings

• 1.5 NAPFA CEs and CFP^® CEs
• 1.5 IAR CEs (pending) if you provide your individual CRD# in the pre-course survey (IAR CEs are not yet listed in the box at right but ARE available).
• 1.5 NASBA CPEs with completion of the associated quiz (field of study: Specialized Knowledge). Make note of the five codes that will be posted throughout the webinar in the Chat, then return to this course after an hour to complete the NASBA quiz.

This webinar will equip financial advisors with essential Social Security education and updates, including the 2026 annual “automatic determinations’’ and recent key program rule changes. It will cover the January 2025 repeal of two pension-related rules, as well as any current pending legislative proposals which could impact retirement financial planning.

Advisors will also gain insights from the January 2025 study, "Social Security at 90: A Bipartisan Roadmap for the Program’s Future," which explores solutions for closing the program’s long-term funding gap; the study is by the National Academy of Social Insurance, AARP, the National Institute on Retirement Security, and the U.S. Chamber of Commerce. Attendees will leave with actionable knowledge to guide clients through Social Security’s evolving landscape.

1. Use the new 2026 bend point and COLA numbers to accurately analyze the primary insurance amount (PIA) and the amount of the annual inflation increase for an individual client who has not yet started collecting Social Security, so the client can plan for their income in retirement.
2. Understand how to evaluate the effects of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) pension rule repeals on new benefit amounts for individuals collecting non-covered pensions, as well as Social Security retirement, spousal and survivor benefits, so they understand their increased annual income.
3. Develop client-specific recommendations using at least three approaches to address Social Security’s long-term funding challenges.

Martha Shedden is the president and co-founder of the National Association of Registered Social Security Analysts (NARSSA). She is a Registered Social Security Analyst (RSSA) and a Chartered Retirement Planning Counselor (CRPC).

Martha was introduced to the topic of Social Security in 2011 and in 2014 began teaching CPE/CE Social Security courses to finance and tax professionals through several online providers. Recognizing the demand for retirees to obtain personalized Social Security guidance on specific rules affecting their filing decisions, in 2015 she launched her business, Shedden Social Security & Retirement Planning, to provide Social Security claiming analyses services.

In 2017, Martha and Michael Rosedale, a CPA, co-founded NARSSA to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSAs). Martha is the host of the popular podcast, “Social Security: Answers from the Experts,” and the author of the book, Avoiding Social InSecurity: The Retirement You Desire, The Social Security You’ve Earned.