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Sample Course Agenda
 

SAMPLE COURSE AGENDA

Sample Class Schedule

Time: 8:00am – 4:30pm

  • Welcome and introduction
  • Test Your Knowledge History (and future) of Social Security
  • COLA adjustments
  • Two major questions
  • Coordinating Spousal
  • Benefits and 3 Legged Stool
  • Annual statement
  • Retirement Benefits Eligibility
  • Definitions – FRA / PIA
  • Benefit Computation
  • Benefit Payment Schedule

9:30am – 9:40am: Break

  • Early Retirement Reduction
  • Annual Earnings Test
  • Delayed Retirement Credits
  • Early versus late
  • Spousal Benefits (current and divorced)
  • Survivor’s benefits / Children’s Benefits
  • Family Maximum

11:30am – 12:00pm: Lunch

  • NSSA® Admin
  • Social Security Benefits on Steroids
  • Case Studies
  • Social Security Options Software
  • To Over , Voluntary Suspension
  • Public Employees (WEP/GPO)
  • Overpayments, Research, Protective Filing
  • Appeals and Reconsiderations
  • Taxation of Benefits/Repayment of Benefits

1:30pm – 1:40pm: Break

  • Disability Benefits, Supplemental Security Income (SSI)
  • Medicare
  • Recap Questions
 

TESTIMONIALS

I am enjoying the course and love the conversation between you guys on the videos, especially the trials and tribulations of party animal "Harold."
Chris K, Connecticut
Thanks again for the great training. I started using the information I learned with my clients immediately. It has really added to my credibility!
Rich M, Texas
Thanks again for the training you provided it has been invaluable for my practice.
Stacey A, TN
Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients.  Excellent support.
Rayyan A
I thought the information was outstanding!  I was anxious to get started and improve my foundation of knowledge surrounding social security as it has become a significant portion of our planning.
David G, Florida
I attended your class and passed the NSSA assessment 2 1/2 years ago. The NSSA Certificate been a career boost and my clientele is reflecting that.
Kimberly H, Ohio
I am very pleased that I came to the education . .  What I learned is what I came for and to know that the video will be available for backup is great.
Bob Z
NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.
Kimberly Y, Ohio
I really appreciate your examples, they make it come alive more so than articles describing strategies.
John
You guys rock!  I am thoroughly enjoying your SS online course!
David T, Florida
This course has been very helpful to clients already, thanks again, Sam
Sam D, Connecticut
Thank you and Jim for the incredible work and effort put into these webinars, videos etc, let alone this program. Really a blessing to have been directed to you. Karl W was absolutely right: you guys are class acts.
Alan K
I finished the on demand class today . .  I really enjoyed the class and I learned a lot. 
Adam H, Illinois
Thanks guys, it is VERY much appreciated to have you take time out of your day to answer a complicated question from time to time that comes across our desks.
Bradley W, California
It was so nice talking with you yesterday.  I was super impressed how quickly you called me!
Susan C, Florida
Just want to say it's really great having you two to lean on when I'm uncertain.  You've trained me well but sometimes question myself.  Thanks for doing what you do!
Barbara S, Colorado
Thanks for the SS training last week! Learned a lot and looking forward to further focus on this important part of the financial planning matrix!
Leslie C, Kentucky
Social Security is complex program where the choice you make can mean thousands of dollars of extra earnings in retirement. Knowing these choices is important to my clients and NSSA [Certificate program] has increased my ability to guide them in the right direction.
James B
Over the last 12 months since earning the NSSA Certificate I have brought in 40 additional clients and $400,000 in additional revenues.
David S, Washington State
I appreciate that you are always there to support me. It means a lot! 
Danielle A, Kansas
I hope all is well my friend. We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of San Diegans and counting.
Brad W, California
You guys helped close a big case with that answer really appreciate it. Thank you for the great work you both do.
Patrick C, California

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CONSULTING, LLC. ALL RIGHTS RESERVED | DISCLAIMER

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CONTACT INFO

Premier Social Security Consulting, LLC
50 E-Business Way, Suite 170
Sharonville, Ohio 45241


513-218-8505 (Cell)
513-247-0526
1-800-518-0761
ICE 1100

Questions or Comments?