Understanding Social Security Retirement 2019

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Apr. 11, 2019
9:00 AM
ENDThu., Apr. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Apr. 11, 2019
9:00 AM
ENDThu., Apr. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Apr. 11, 2019
9:00 AM
ENDThu., Apr. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTThu., Apr. 11, 2019
9:00 AM
ENDThu., Apr. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Learn when to apply
Choosing when to retire is one of the most important decisions you or your clients will make in their lifetime. Determining how much money is available from Social Security may be a huge factor in that decision. And how and when should you claim these benefits? This course dispels the myths and focuses on the practical realities of Social Security benefits. 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
  • Internet resources
  • 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 30 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

9:00 – 10:00 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

10:00 – 10:30 Supplemental Security Income
•Eligibility •Income limitations •Resource limitations

10:30 – 10:45 Break

10:45 – 12:15 4 Problems and How to Solve Them
•Early retirement •Declining Medicare Parts B and D •Dependents/Survivors •Overpayments & Waivers

Faculty

NameFirm/Company
John S. Whitelaw Esq. Community Legal Aid Society Inc
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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