Understanding Social Security Retirement

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On-Demand Video
---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
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Learn when to apply

Choosing when to retire is one of the most important decisions you or your clients will make in your lifetime. Determining how much money is available from Social Security may be a huge factor in that decision. Today, about 56 million people receive monthly Social Security benefits. How and when should you claim these benefits? This course dispels the myths and focuses on the practical realities of Social Security benefits – both for yourself or your client. Get a practical overview, tips for planning and advice for handling all kinds of complicated questions and situations.

Get tips on:

  • Eligibility for retirement benefits
  • Deadlines
  • Amount and duration of benefits
  • Exceptions
  • Overpayments and waivers
  • Special situations that create changes

Pinpoint strategies for securing the best possible future

  • Early, full and post-retirement benefits
  • Benefits for survivors, ex-spouses, children & other dependents
  • Effect of post-retirement earnings on benefits
  • Coordinating with Medicare and other benefits

Listen and learn from our outstanding instructor

John Whitelaw has over 25 years of experience in representing clients before the Social Security Administration. He has represented hundreds of individuals in administrative hearings, federal district court and the Court of Appeals.

Your colleagues rave:

  • Great speaker – fun and informative!
  • Wonderful, dynamic, interesting and extremely practical
  • Animated and humorous – an excellent presenter
  • Very inspiring and helpful
  • Engaging and knowledgeable

Program Schedule

  • 12:00 – 1:00
    • What Is Social Security?
      • Internet resources •Applying for benefits online
      • Insured status requirements
      • Eligibility for retirement benefits
      • Lump sum death benefits
      • Effect of post-retirement earnings upon benefits
  • 1:00 – 1:30
    • Supplemental Security Income
      • Eligibility
      • Income limitations
      • Resource limitations
  • 1:30 – 1:45
    • Break
  • 1:45 – 3:15
    • 5 Problems and How to Solve Them
      • Early retirement
      • Questionable retirement
      • Declining Medicare Parts B and D
      • Dependents/Survivors
      • Overpayments & Waivers


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.