It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at retirement age have very little understanding of their Social Security benefits and as a result Social Security planning has now come to the forefront. Social Security planning represents a great opportunity for those practitioners who are seeking year round counseling and financial planning fees. This webinar will discuss how to calculate the Primary Insurance Amount. It will also help you advise your clients on how to improve their benefit including the advantages and disadvantages of early retirement. Finally, it will show you where to access free tools to help.
By the end of this webinar you should be able to: Understand how the Primary Insurance Amount is calculated; Advise your clients on how to improve their benefit; Determine the advantages and disadvantages of early retirement; and Know how and where to access free and commercial software that will help you maximize the benefit.
Course outline
Requirements
PrerequisitesNone
Advanced Preparation None
System Requirements
YOU MUST USE A COMPUTER TO JOIN THE WEBINAR. Webinars are scheduled through a WebEx service that is not yet supported on mobile devices (mobile phone, iPad, or other tablet devices).
Windows Operating Systems: Windows Vista 32-bit/64-bit, Windows 7 32-bit/64-bit, Windows 8 32-bit/64-bit, Windows 8.1 32-bit/64-bit, Windows Server 2008 64-bit, Windows Server 2008 R2 64-bit, Windows 10. Mac Operating Systems: OS 10.7, 10.8, 10.9, 10.10, 10.11.
Minimum System Requirements: Intel Core2 Duo CPU 2.XX GHz or AMD processor (2 GB of RAM recommended). JavaScript and cookies enabled on the Web browser. Active X enabled (unblocked for IE).
Browsers: Microsoft Internet Explorer 7 or later, Mozilla 1.7 or later, Firefox 3 or later, Safari 5 or later, Chrome 5 or later.
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