Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benefits, and Medicare Basics
A live 110-minute CPE webinar with interactive Q&A
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: an overview
- Why waiting matters
- Getting to the right answers
- Focus on family dynamics
- 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?
Premier Social Security Consulting
Former Social Security Administrator, Mr. Blair is the lead consultant in the Social Security Benefits department. He... | Read More
Former Social Security Administrator, Mr. Blair is the lead consultant in the Social Security Benefits department. He has over 35 years experience in helping individuals manage their Social Security benefits, and taking claims for retirement, survivors, disability and health insurance. Most notably, Mr. Blair has also served as an Operations Supervisor and a District Manager for the Piqua, Ohio Social Security Office.Close
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
Mr. Kiner has 35 years experience in public accounting. He recently sold his CPA practice to concentrate on Social Security. Mr. Kiner's primary areas of service were to privately held businesses and individuals. He also consulted with clients on a variety of complex tax and business issues. Mr. Kiner obtained his Bachelors of Science degree in Accounting and Finance and a Masters Degree from the University of Cincinnati. He is licensed to practice as a CPA in the state of Ohio.Close
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
Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As an IAR Investment Advisor Representative, she is a fiduciary for her clients and works on a fee-based or fee-only basis that keeps it transparent and simple for her clients. After Ms. Sykes' mother lost her battle with cancer in 2006, she found that retirement planning is a lot more than just investing and earned her Certified Long Term Care Designation and has tirelessly learned as much as she can about Social Security and ways to help her clients maximize their options.Close
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