Social Security Seminars For Financial Advisors

Social security offers online applications for retirement spouse s medicare and disability.

Social security seminars for financial advisors. This seminar examines key provisions of the new law and includes planning considerations and strategies. To find the office nearest you please go to our ssa office locator. This seminar will help answer all of the following questions and assist in strengthening your understanding of social security and medicare. Or you can call our toll free telephone number 1 800 772 1213 to receive the services listed above this toll free telephone number service is available from 7 a m.

If you chose the premium plan you will then have unlimited access to your social security advisor by. How can you obtain social security services. If you have any questions please contact us. Social security solutions training focuses on basic social security rules advanced strategies for integrating social security into a broader financial plan and information about using social.

Advisors and their clients face new challenges and opportunities in financial planning as the tax cuts and jobs act passed in the final weeks of 2017 includes changes to tax rates deductions and many provisions of the tax code. When to actually claim social security at the earliest age of 62 to the maximum age of 70 is a complex issue and a very important conversation for financial advisors to have with their. Curious about the effects of social security on your financial situation. To help its clients maximize their social security benefits.

Matthew is a co founder and ceo of social security advisors an innovative advisory firm with a single mission. Long time public affairs specialist at the social security administration in orange county frank van nostrand will present the nuts and bolts of social security. Answer a few basic questions for us and after a full analysis of all your claiming options you ll receive your maximum social security strategy sm via email tailored specifically for you and a personalized recommendation from your social security advisor so you can start earning more. This service is intended for potential clients to locate an advisor.

Please select a country state city below to locate a social security advisor in your state. This site provides information to financial planners regarding the various social security programs and medicare and is a valuable resource in helping your clients plan for retirement or other life events. Welcome to nssa the knowledge obtained through the nssa certificate program in conjunction with adherence to the nssa standards of excellence continuing education and access to ongoing support enables those who earn the certificate to perpetually stay at the top of their game for social security consulting.