Social Security Insecurity: Gain the Expertise to Help Your Clients - Sponsored by NARSSA

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Description

Social Security Insecurity: Gain the Expertise to Help Your Clients – Sponsored by NARSSA
IRS Program #: N/A
CE: None
Speaker: Martha Shedden

Only 4% of retirees optimize their SS benefits! Understanding the rules that apply to your clients’ personal circumstances can increase their benefit by tens and even hundreds of THOUSANDS of dollars over their lifetime. Join us for this presentation to learn how important it is to help clients optimize their benefits!

Learning Objectives:

Explain why Social Security is important to retirees as well as younger workers.
Breakdown basic concepts and rules surrounding Social Security benefits, while also seeing a high-level overview of the complexity of Social Security.
Understand the proposed changes to the Social Security program in the 2100 Act: A Sacred Trust.
Discuss benefits to your business by offering Social Security services to your clients.
Review the outline of the RSSA Credential course and continual membership support to reach professional expertise in Social Security.

Contributors

Martha Shedden

About Martha
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is a Chartered Retirement Planning Counselor (CRPC).

Martha was introduced to the topic of Social Security in 2011 and in 2014 began teaching CPE/CE Social Security courses to finance and tax professionals through several online providers.

Recognizing the demand for retirees to obtain personalized Social Security guidance on specific rules affecting their claiming decisions, she launched her business, Shedden Social Security & Retirement Planning in 2015 to provide Social Security claiming analyses services.

In 2017 Martha and Michael Rosedale, a CPA, co-founded NARSSA to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSA).

Martha has over a decade of experience providing Social Security education, consulting, and analyses and is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

NARSSA Company Info
Martha co-founded NARSSA in 2017 with Michael Rosedale to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSA). As a CPA, Michael recognized the market for Social Security education in the broader financial market space.

The five module RSSA program provides a thorough knowledge of the Social Security program and trains participants using software on how to analyze clients’ claiming options to obtain their maximized Social Security income by filing for benefits at the optimal time. The modules provide CE/CPE units for NASBA, the CFP Board, and the IRS.
NARSSA also provides professional partner opportunities for members of various national financial organizations and has added consumer Social Security analyses fulfillment services for the clients of tax and financial professionals.