Mobile Edition

Social Security: Advanced Education and Training (4172968C)

Date:Friday, January 5, 2018
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Jim Blair
Vendor:California CPA Education Foundation
Course Level:Advanced
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Delve into research techniques, advanced Social Security concepts and rules. Better serve clients and improve the marketing of Social Security services. Gain confidence to be proactive in helping clients sort through their Social Security options with this comprehensive course.

  • Determine how to choose among the many Social Security options software.
  • Recognize how to navigate Program Operations Manual System and the Social Security Administration website.
  • Identify advanced Social Security research techniques and planning strategies.
  • Recognize the connection between Railroad Pension and Social Security.
  • Determine how to market Social Security services. 

Major Topics:
  • Family maximum
  • Annual earnings test
  • Delayed retirement credits
  • Spousal benefits and surviving spouse benefits
  • Children’s benefits, specifically the definition of children
  • Social Security options software
  • Alternative pension plans for government workers
  • Legislation to change Social Security
  • Means testing
  • Application process
  • Online Social Security calculators
  • Client consultations

Who Should Attend:

CPAs in industry and public practice as well as financial advisers.

Basic understanding of Social Security.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.