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DTSTART:20190930T170000Z
DTEND:20190930T181500Z
LOCATION:Missouri Athletic Club 405 Washington Avenue St. Louis, MO 63102
UID:1783920190930T170000ZA Deeper Look At Social Security Benefits 
DTSTAMP:20260613T151621Z
DESCRIPTION:\nAbout 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!\n \nSpeaker 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.\n \nJody 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.\n \nJody 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.\n \nCE\n \nCPE Learning Objectives\n \nUpon completion of this course, you should be able to:\n \nUnderstand the basics of Social Security\n \nAssist Clients with filing options\n \nEffectively use Social Security benefits in a financial plan\n \nDelivery Method: Group-live setting\n \nEarn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.\n \nField of Study:  Specialized knowledge.\n \nProgram Level Basic\n \nPrerequisites – There are no prerequisites or advanced preparation for this session.\n \nWho should attend? Everyone at all levels\n \nCFP \n \nProgram 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.\n \nLearning Objective(s): \n \nUnderstand the history and future challenges of the program. \n \nBe able  to explain the various benefits available.\n \nUnderstand the key financial decisions that must be made when starting payments.\n \nLevel of Complexity Basic\n \n \n
SUMMARY:A Deeper Look At Social Security Benefits  - Estate Planning Council of St. Louis 
PRIORITY:3
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DESCRIPTION:Reminder
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