SAMPLE COURSE AGENDA

Sample Class Schedule

Time: 8:00am – 4:30pm

• 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

• 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

• 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

• Disability Benefits, Supplemental Security Income (SSI)
• Medicare
• Recap Questions