Situational Social Security

Situational Social Security

Overall Rating: 4.5 / 5

Situational Social Security - Marc Kiner and Jim Blair
Authorize.Net

There are 76 million Baby Boomers.

Each has a unique Social Security situation.  Some are single, some are married, some are divorced; some are surviving spouses, children, public employees and some can still file the Restricted Application. However, most advisors are not familiar with Social Security options for the wide range of situations due to lack of education. 

In "Situational Social Security" with Marc Kiner and Jim Blair, you will:

  1. Learn about the various types of Social Security benefits;
  2. Learn about the options for married and divorced couples;
  3. Learn about the options for surviving spouses and other types of clients;
  4. Understand the questions and issues relating to every unique client;
  5. Understand that Social Security is the universal language of Baby Boomers and how it can help you connect with them.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenters are Marc Kiner, CPA, and Jim Blair,
Nat’l Social Security Association.

Marc Kiner, CPA, Nat'l Social Security Association

 

 Meet Marc Kiner, CPA, Social Security Advisor

Retirement planning
 experience

Marc Kiner has 30 years experience in public accounting. His primary areas of service were to privately held businesses and individuals. 

Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social Security.

Marc is co-founder of the National Social Security Advisor Certificate Program. The National Social Security Advisor Certificate Program received accreditation from The Institute in Credentialing Excellence, (ICE), in December 2017. NSSA® is the only accredited Social Security education program in the nation. 

Retirement planning thought leadership and expertise

Marc provides Social Security consulting and education services.

He empowers advisors and their clients to take control and to maximize their Social Security benefits.

Marc educates advisors across the country about Social Security, thereby increasing their value to clients.

Marc Kiner, CPA, Nat'l Social Security Association

 

 Meet Jim Blair, Social Security Advisor

Retirement planning
 experience

Jim Blair is co-founder of the National Social Security Advisor Certificate Program. Jim spent 35 years with the Social Security Administration as a Service Representative, Claims Representative taking claims for retirement, survivors, disability and health insurance, Operations Supervisor and then District Manager.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

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