Course Overview

Description: Social Security is an often-misunderstood topic. This benefit was originally designed to supplement retirement income, but over the years it has represented a larger piece of a client’s retirement income than initially thought. Determining what a client is entitled to, establishing eligibility, and determining when to begin collecting benefits are all critical pieces of the puzzle. As more of our clients are getting ready to collect benefits, we need to help guide them clients through the dos and don’ts. Presented by Jeff Rattiner, CPA, CFP®, MBA, of Rattiner’s Financial Planning Fast Track®, Inc., this session will guide you through the operative of what to look for when reviewing and analyzing social security concerns.  

Topics you’ll learn about include: 

  • Who is and is not Entitled to Benefits
  • How Benefits are Determined
  • Income Limitations
  • Taxation Issues
  • Family Benefits
  • Disability Benefits
  • Survivor Benefits
  • Medicare
  • Divorce Concerns


Learning Objectives/Outcomes: After taking this course, participants will be able to:

  1. Help clients understand their Social Security benefits, including what the client is entitled to, eligibility, and when to collect
  2. Understand who is and is not entitled to benefits, how benefits are determined, and different types of benefits 
  3. Understand income limitations, taxation issues, and divorce concerns related to Social Security


Instructor: Jeff Rattiner 

Principle Knowledge Topic: Retirement Savings and Income Planning

CFP® Credits: 1