SITUATIONAL SOCIAL SECURITY PODCAST
Welcome to Situational Social Security, where we review situations that are unique to clients, and learn about how advisors are using Social Security knowledge in their practice. Whether you specialize in Social Security already, or are interested in learning more, Situational Social Security is THE PLACE FOR YOU!! More details about our certificate program can be found here
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Situational Social Security #1: NSSA Origin Story
On today’s show, Marc and Jim introduce themselves, how they got into Social Security education, and their plans for the show.
As Marc was developing his accounting practice over time, he began to get questions about Social Security, so in 2008 he decided to offer Social Security consulting services. After reading a number of books, he realized that he couldn’t do it alone. He started looking for someone to help, when an attorney he knew mentioned he had an uncle who was about to retire from the Social Security Administration. His uncle ended up being Marc’s partner Jim Blair.