Virtually all Americans are impacted by Social Security and Medicare.
Attend this course to learn what matters, cover real world situations
and use the tools provided to advise your clients to make optimal
decisions when it comes to Social Security and Medicare.
Learning Objectives
Learn technicalities of Social Security and Medicare into practicality
so you can advise your clients on the many facets from the tax and the
benefit side.
Major Topics
What Medicare Will and Will Not Do
How to Manage Medicare Gaps
Analyze the Wide Menu of Social Security Benefits
Social Security
Benefits for Workers and Families Retirement, Survivor, Disability, and
Death Benefit
Tax Impact of Social Security Premiums and Benefits