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SAMPLE COURSE AGENDA
Sample Class Schedule
Time: 8:00am – 4:30pm
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Welcome and introduction
- Test Your Knowledge History (and future) of Social Security
- COLA adjustments
- Two major questions
- Coordinating Spousal
- Benefits and 3 Legged Stool
- Annual statement
- Retirement Benefits Eligibility
- Definitions – FRA / PIA
- Benefit Computation
- Benefit Payment Schedule
9:30am – 9:40am: Break
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Early Retirement Reduction
- Annual Earnings Test
- Delayed Retirement Credits
- Early versus late
- Spousal Benefits (current and divorced)
- Survivor’s benefits / Children’s Benefits
- Family Maximum
11:30am – 12:00pm: Lunch
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NSSA® Admin
- Social Security Benefits on Steroids
- Case Studies
- Social Security Options Software
- To Over , Voluntary Suspension
- Public Employees (WEP/GPO)
- Overpayments, Research, Protective Filing
- Appeals and Reconsiderations
- Taxation of Benefits/Repayment of Benefits
1:30pm – 1:40pm: Break
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Disability Benefits, Supplemental Security Income (SSI)
- Medicare
- Recap Questions
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