Gear Up

Course Detail

Social Security from A to Z   New

CATEGORY: Taxation
COURSE ID: SSMGV2020, VERSION 1.00
  Live Online Seminar
4 CPE Credits
Level: Basic

Are you interested in understanding a universal benefit earned by most Americans? This course will take you from the basics of the Social Security Retirement payment to planning opportunities available for married and formerly married spouses.  


Course coverage includes:

  • Understanding the benefit calculation
  • Obtaining free source benefit calculators
  • Common misconceptions about social security statements 
  • What happens when I take it early?
  • Working with the earnings test
  • Self-Employment and early retirement  

We're excited you're excited about the individual Gear Up Online Conference courses. These promise to be robust and informative. If you’re only interested in purchasing up to 4 individual courses, buying individually can make sense, as the quantity discount only applies to up to 4 courses that offer 2, 4, or 5 hours of CPE credit. 

If you’re interested in more than 4 individual courses, your best value is in the Reserved or All-Access conference pass. For a little more than the price of 4 individual courses, you’ll be able to earn 25 or 49 CPE Credits. Also, with a pass, you’ll get more opportunities to network with peers and speakers and tap into the peer-to-peer learning that is critical as we navigate these uncertain times.

Gear Up Online Conference Pass Holders - This listing is for purchasing individual courses only. If you’ve already purchased one of the three best-value, Gear Up Online Conference Passes, you will receive a separate notification for selecting which courses you will attend. Again, this page is for purchasing individual courses only.

We partner with sponsoring state associations to provide both live, in-person, and online seminars. Here is where you can reach your local partners to learn more.
Click here for a schedule of their events (PDF) 


Early Bird Deadline is: July 1, 2020. Going virtual has never been easier and a better value! For a limited time, take advantage of the lowest price available with industry leading virtual tax and accounting programming from Gear Up.

Does not apply to association or society events. 

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Accreditation Information

Learning objectives

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