In Person-Live
Cancelled - Social Security Planning with Marc Kiner and Jim Blair
Wednesday, October 25, 2023 | 8:00 am - 4:00 pm
MICPA Learning Center Troy, MI
Course # 148164 | by Premier Social Security Consulting, LLC
Members SAVE $0
Speakers: Jim Blair,Marc Kiner
Time: 8:00 am - 4:00 pm
Total Credits: 8.0
Earn Up To: 8.0 OT credits
Level: Intermediate
Vendor: Premier Social Security Consulting, LLC

What you will learn

Learn all of the nuances of Social Security so that you can readily answer all of your clients questions that are reaching full Social Security retirement age!


Gain the knowledge you need to open doors to 76 million baby boomers.

More than 90% of all Social Security recipients do not maximize their benefits because they are not aware of their options. There is a demand for help and guidance when faced with making decisions about Social Security.

Many advisors know very little about Social Security and are not able to properly advise their clients. With this program, you can be confident that you have the knowledge and education to be a valuable resource for your clients who are dealing with Social Security.

  • Retirement and Disability Coverage
  • Medicare Benefits
  • Filing for Benefits
  • Computation of Benefits
  • Loss of Benefits and Benefit Reduction
  • Delayed Retirement Credits
  • Government Pension Offset and Windfall Elimination Provision
  • Changes in Medigap Plans
  • Taxation of Benefits
  • Benefits for Service Members and Veterans
  • Government Retirement Benefits
  • Railroad Retirement
  • Social Security Case Studies and Benefit Maximization
  • Medicaid
  • Medicare Advantage

CPAs, Financial Advisors and anyone assisting clients with Social Security Planning

  • Jim Blair
  • Marc Kiner
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.