Social Security: Basics to Maximizing Strategies

Recorded On: 07/14/2015

Let's find out how much of what you think you know about Social Security is correct. This webinar covers information from the most basic to the most sophisticated in a humorous and reasoned presentation from who, besides the worker, can receive benefits, including divorced spouses; filing options before, at and after full retirement age; maximizing strategies; and how work affects payments and benefits.

Learning Objectives:
At the end of this session, you will be able to:

  • Explain basic eligibility and how payments are calculated.
  • Identify who might be eligible on your client's social security record and when.
  • Help your clients understand what happens when they take their payments at a particular age, and more importantly, how they can increase their payout.
  • Answer questions about those maximizing strategies in the news.

Our presenter will also offer other information about survivors, disability and Medicare. Additional resources will be furnished.

Presented by James Pavletich

NASBA CE: 2 Hours/Taxes
IRS CE: 2 Hours/Federal Tax Law

NSA ConnectED Webinar Series

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: QAS Self-Study

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

James Pavletich

Social Security Consultants

Jim Pavletich was employed by the Social Security Administration (SSA) from October 1973 till retirement in January 2010. Over his career he worked as a Claims Representative in all of SSA's programs assisting individuals to obtain their benefits and meet the legal requirements to qualify for those monies and Medicare insurance. Jim also spent 8 of those years in management positions and 10 years as a quality analyst and reviewer and trainer. As an analyst Jim was considered an “expert" in program requirements. These technical duties included a guarantee of compliance with laws and regulations and policies set forth by the Administration. Jim finished his career by serving 6 years as the Public Affairs Specialist (PAS) for Arizona. As a PAS Jim was the media contact point and information officer for the SSA for all media inquiries within the State of Arizona. Jim responded to contacts from radio, television and print media and was interviewed by their reporters about matters concerning Social Security. Jim conducted presentations at conferences and other public venues to provide education and information about SSA's benefits and applicant's options under the Retirement, Survivors, Disability and Medicare Programs. Jim was the Agency liaison with Federal, State and Local Government and private entities. You can Google him under “Jim" or “James" for a sample of some past events and activities.