Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benefits, and Medicare Basics

Recording of a 110-minute CPE webinar with Q&A

Conducted on Tuesday, November 12, 2019

Recorded event now available

or call 1-800-926-7926
Program Materials

This webinar will discuss Social Security strategies and considerations for individuals approaching retirement age and basics on how Medicare works. Our panel of experts, Faye Sykes with Social Security Benefit Planners, with Jim Blair and Marc Kiner, owners of the National Social Security Advisor certification program, will discuss how the different programs work and tips on how to know when your clients may need additional assistance.


Social Security is a life insurance, disability insurance, and retirement income benefit that is earned during your working years. One out of four of every American relies on some assistance--61 million. The average American depends on Social Security for 40%-60% for supplementing retirement income and 30% rely on this for most or all of their retirement income. The average retirement income is $1,461 per month or $17,532. There are almost 2,800 different regulations that oversee Social Security. Social Security employees are directed to only answer questions but cannot legally give advice.

With proper planning individuals or couples can see $8k to over $30k a year increase in annual income!

Every situation is different. Some clients are or have been married; others work for entities not covered by Social Security; some have spouses that could and should receive SE income from the family business. Factor in minor children and they too may be eligible for important benefits as well. Planning opportunities and recommendations vary based on each individual's life and financial situation.

Listen as our panel of experts breaks down this sophisticated program with real-life scenarios, tips, and practical guidance on optimizing and claiming Social Security benefits and the basics of Medicare.



  1. Social Security: an overview
  2. Why waiting matters
  3. Getting to the right answers
  4. Focus on family dynamics
  5. Medicare overview


The panel will review these and other important issues:

  • When is it best to recommend to elect Social Security retirement income?
  • How does a worker increase his monthly Social Security payout?
  • How do I earn credits and ensure eligibility for Social Security?
  • What considerations are there if I have or had a spouse?
  • What should grandparents raising grandkids full time need to know?


Blair, Jim
Jim Blair

Lead Consultant
Premier Social Security Consulting

Former Social Security Administrator, Mr. Blair is the lead consultant in the Social Security Benefits department. He...  |  Read More

Kiner, Marc
Marc Kiner, CPA

Premier Social Security Consulting

Mr. Kiner has 35 years experience in public accounting. He recently sold his CPA practice to concentrate on Social...  |  Read More

Sykes, Faye
Faye Sykes

CEO, Independent Advisor
Scarlet Oak Financial Services

Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As...  |  Read More

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