Social Security Basics and Strategies for Maximizing Benefits
Wednesday, Feb. 4, 2026
8 a.m.-3:30 p.m. Central
8 CPE (8 technical)
Course code: 25WC-0701
View pricing
Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. you'll learn how Social Security works and explore common planning situations -- including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses -- and techniques to maximize your clients' benefits.
Major subjects
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Social Security planning, benefit calculation, and beneficiaries
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Recent changes to "file and suspend" and "restricted application" strategies
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Increasing benefits for self-employed individuals
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Planning for surviving spouses
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Integrating retirement plan distribution strategies with Social Security claiming strategies
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Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Learning objectives
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Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits
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Recognize the language and forms of the Social Security Administration
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Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them
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Determine which planning products to use to calculate the best strategy for your clients
Who should take this program?
- CPAs, financial advisers, attorneys, insurance and other professionals
Pricing
|
Standard Member Fee |
$329.00
|
 Standard Nonmember Fee |
$439.00
|
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