PBI - Understanding Social Security Retirement 2019

Event Description

Learn when to apply
Choosing when to retire is one of the most important decisions you or your clients will make in their lifetime. Determining how much money is available from Social Security may be a huge factor in that decision. And how and when should you claim these benefits? This course dispels the myths and focuses on the practical realities of Social Security benefits. Get a practical overview, tips for planning and advice for handling all kinds of complicated questions and situations.

Get tips on

Eligibility for retirement benefits
Deadlines
Internet resources
Amount and duration of benefits
Exceptions
Overpayments and waivers
Special situations that create changes
Pinpoint strategies for securing the best possible future

Early, full and post-retirement benefits
Benefits for survivors, ex-spouses, children & other dependents
Effect of post-retirement earnings on benefits
Coordinating with Medicare and other benefits

Listen and learn from our outstanding instructor
John Whitelaw has over 30 years of experience in representing clients before the Social Security Administration. He has represented hundreds of individuals in administrative hearings, federal district court and the Court of Appeals.

Your colleagues rave:

Great speaker – fun and informative!
Wonderful, dynamic, interesting and extremely practical
Animated and humorous – an excellent presenter
Very inspiring and helpful
Engaging and knowledgeable
9:00 – 10:00 What Is Social Security?
•Internet resources •Applying for benefits online •Insured status requirements •Eligibility for retirement benefits •Lump sum death benefits •Effect of post-retirement earnings upon benefits

10:00 – 10:30 Supplemental Security Income
•Eligibility •Income limitations •Resource limitations

10:30 – 10:45 Break

10:45 – 12:15 4 Problems and How to Solve Them
•Early retirement •Declining Medicare Parts B and D •Dependents/Survivors •Overpayments & Waivers

Materials: All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $30. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.