A Deeper Look At Social Security Benefits
About the talk: This interactive program will provide a review of the history and future of the Social Security program. Attendees will leave the meeting with a comprehensive understanding of the types of benefits available and how clients can qualify for them. If you are interested in expanding the Social Security guidance you provide for your clients, this is a meeting you won't want to miss!
Speaker bio: Jody Harris recently completed a 34 year career with the Social Security Administration. He has done it all from processing payments for benefits, managing the national 800 number and managing a local office. Jody completed his career as the public face of Social Security in Alabama. He was the Public Affairs Specialist responsible for outreach and education throughout Alabama.
Jody worked closely with the financial planners to educate them and their clients on what to expect from Social Security and how to obtain benefits. He has found that knowledge is the key to good decisions.
Jody worked on the staff of the Social Security Commissioner and was also “loaned” to United States Senator Richard Shelby. He has received numerous national awards for his performance.
CE
CPE Learning Objectives
Upon completion of this course, you should be able to:
Understand the basics of Social Security
Assist Clients with filing options
Effectively use Social Security benefits in a financial plan
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.
Field of Study: Specialized knowledge.
Program Level Basic
Prerequisites – There are no prerequisites or advanced preparation for this session.
Who should attend? Everyone at all levels
CFP
Program Summary: The program will provide a review of the history and future of the Social Security program. The types of benefits available and how to qualify for those benefits will be discussed.
Learning Objective(s):
Understand the history and future challenges of the program.
Be able to explain the various benefits available.
Understand the key financial decisions that must be made when starting payments.
Level of Complexity Basic
