Gain a foundational overview of the Social Security program. You can use the information in this micro-course immediately to open the social security discussion with every client who is 50 or older.
What is a Microcourse?
- It’s immediately applicable – we’ve scaled the information to the “need-to-know, now.” Use the information as soon as you close your browser.
- It’s easily digestible – interactive in nature, the combination of text, video, graphics, charts, and knowledge check questions keeps you engaged while maximizing retention.
Social Security Planning Description:
The Social Security program is greatly misunderstood. Your role as an advisor is to be the person who can explain this complicated program and how it applies to each client’s situation. This microcourse provides a foundational overview of the Social Security program so that you can open the social security discussion with every client who is 50 or older.
Speaker:
Marcia Mantell, RMA®, NSSA®
President, Mantell Retirement Consulting, Inc.
Continuing Education (CE):
Learners must view the content, pass a quiz with a 70% score or higher, and complete the survey to officially complete the microcourse and earn continuing education credit. The following entities have approved it.
Investments & Wealth Institute®
- 1 Premier CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
CFP Board®
- 1 CE credit for CFP certification
- Credit is reported to CFP Board® within 2 weeks
Expiration:
- One year from the date registered