Tax Social Security Retirement Planning Pensions Medicare
Social Security Training for CPAs & Financial Advisors
Available On Demand
Become a Social Security Expert and earn your new credential as a RSSA - a Registered Social Security Analyst. Add a new valuable year-round billable service to your tax practice that your clients are asking for. Take the only 5-course self-study online program that integrates software training so you can make money after completing. This program is approved by the IRS, the CFP Board and by NASBA for CPAs for continuing education.
Most retirees are confused and misinformed about the topic of Social Security and many are seeking expert advice. This course will teach you everything you need to know about offering Social Security advisory services as a new fee-based service to your clients.
More than 70 million Baby Boomers will collect Social Security. As a Social Security expert, you can help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income.
Applicable Professions:
- Other
- Nonprofit Professional
- Enrolled Agent
- CPA - small firm
- CPA - medium firm
- CPA - large firm
- CFP
- CFO / Controller
- Bookkeeper
- Attorney
Prerequisites:
None
Advanced Preparation:
None
Presented By:
Martha Shedden, RSSA, CRPC, is president and co-founder of the National Association of Registered Social Security Analysts (NARSSA.org) in which she leads the development of the education and training program for all Registered Social Security Analysts (RSSAs). Martha is the author of numerous Social Security white papers, seminar presentations and articles in financial publications. Martha is the contributing author and presenter of the webinar Social Security Planning, An Essential Element in Attracting Female Clients on the BrightTALK Thought Leadership for Financial Advisors channel. She is a Professional Continuing Education Instructor with various national providers specializing in women's Social Security income planning and retirement.
National Association of Registered Social Security Analysts (NARSSA)
NARSSA is the professional education and standards organization behind the Registered Social Security Analyst® (RSSA®) program. It equips professionals with Social Security education and planning technology to help individuals and families make informed, confident benefit decisions.
Course Details:
$1800.00 USD
Instructional Method: QAS Self Study
Subject Area: Specialized Knowledge
Credits: 15.50
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