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Social Security Benefits and Other Retirement Options - Webinar

  • ID: 4125977
  • Webinar
  • May 2017
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Be able to explain to your clients alternative sources of retirement income.

Statistics today show that individuals are living longer. However, many have not prepared for nor have explored the various retirement options available. For those who are not participants in employer-sponsored plans, IRAs, etc., they may anticipate relying on the Social Security System. However, many do not have a clear understanding of what may be provided nor the limitations imposed.

This topic will allow us to understand and explain to our clients the regulations imposed upon us by the Social Security Administration and examine other possible retirement and disability insurance benefits.

Learning Objectives
  • You will be able to identify the road-map for the ‘Baby Boomer’ generation.
  • You will be able to recognize how to retire with confidence.
  • You will be able to discuss awareness of retirement challenges.
  • You will be able to explain alternative source of retirement income.
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Social Security Benefits
- Retirement Income, Limitation and Taxability
- Disability Insurance
- Survivor Benefits

Medicare Options
- Health Insurance Benefits ( Parts A, B, C and D)

Medicaid Benefits and Limitations
- Eligibility Requirements

Other Retirement Planning Considerations
- What Every Retiree Needs to Know - Legally
- Long-Term Care Insurance
- Early Withdrawals From Retirement Plans

Alternative Source of Retirement Income
- Reverse Mortgages for Seniors
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Marcia L. Miller, E.A., Financial Horizons, Inc.
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This webinar is designed for attorneys, estate and financial planners, business owners and managers, presidents, vice presidents, directors, lending professionals and accountants.
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