Mobile Edition

Social Security and Medicare: Maximizing Retirement Benefits (AISSM01)

Date:Tuesday, April 10, 2018
Time:9:00 AM - 12:59PM
(Registration at 8:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:4.0 Technical Business
Course Level:Intermediate
Early Bird Price:$159.00 FICPA Members, $199.00 Non-Members


Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. Yet, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this webcast event to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.


LEARNING OBJECTIVES When you complete this webcast you will be able to:

Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.

Identify the benefit eligibility issues.

 Determine Social Security benefits and the implications retirement age has on those benefits.

Identify what types of Social Security survivor benefits are available.

 Identify the disability income benefits and the multiple factors that can impact those benefits.

 Identify coverages and costs associated with Medicare and what it does not cover.

Major Topics:


What Medicare will and will not do

Managing Medicare gaps

Analyzing the wide menu of Social Security benefits

Social Security benefits for workers and families: retirement, survivor, disability, and death benefit

Tax impact of social security premiums and benefits

Impact of the new 3.8% Medicare surtax on investment income

Recent changes to the Medicare law

Who Should Attend:
CPAs, professional accountants, and financial advisors

Basic knowledge of Social Security and Medicare


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.