The 360 on Social Security
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 64
- Categories:
- Partner Produced
- Faculty:
- Mason Gorris
- Course Levels:
- Overview
- Duration:
- 1 Hour
- License:
Description
The 360 on Social Security
Social Security accounts for 40 percent of pre-retirement income, making it an important factor in retirement planning. In fact, 97 percent of the elderly (aged 60 to 89) either receive Social Security or will receive it according to the Center on Budget and Policy Priorities. Get the download on recent changes to eligibility ages, how to help your client choose the right Social Security option, and when and how to file for benefits.
Mason Gorris – Investment Advisor Representative, InvestWise Financial, Bloomfield Hills
Basic Course Information
Learning Objectives- Participants will determine what options a person has with respect to initiating Social Security payments
Major Subjects
- Understanding the Value of Social Security
- How Social Security Benefits are Calculated
- Different Types of Social Security Benefits
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (136.5 KB) | Available after Purchase | ||
Faculty
Mason Gorris Related Seminars and Products
Investment Advisor Representative
InvestWise Financial, Bloomfield Hills
Mason has a passion for helping individuals and families with the difficult decisions they may face while investing and planning for their future. Mason graduated from Michigan State University's Eli Broad College of Business with high honors. He excels at putting full effort into every unique situation he is faced with. “Nothing is more rewarding than hearing that I have given people the peace of mind to navigate their retirement,” says Mason.
In his practice, it is important that all three pieces of the retirement planning puzzle come together while working with his clients: investments, social security and taxes. By providing clarity on all three of these topics, Mason believes individuals and families have a much better understanding of their personal circumstances and the things that they can accomplish financially.
As a frequent speaker at retirement education workshops, Mason strives to help people become familiar with financial concepts in an easy-to-understand way.
Mason holds his FINRA Series 7 and Series 66 licenses along with his Life and Health insurance license.
In his free time, Mason enjoys golfing and spending time on a lake boating and fishing.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Anyone with an interest of the workings of the Social Security system particularly with respect to the timing one should initiate Social Security benefits distributions
Original Recording Date 11/12/2019
Yellow Book No
Course Developer MICPA
Date Added to Catalog 4/30/20
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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