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SOCIAL SECURITY CHANGED: NOW WHAT?

Please note: The course offers 1.5 CPE. Previous course dates offered 2.0 credits. 
Cost Free   CPE Credits 1.5 hours   Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm 
Series: Taxes 
Course Description

Social Security has been a basic part of American life for more than 77 years. But, despite the age, the size, and the economic impact of the Social Security system, the myths and misunderstandings about what the program is, as well as what it is not, are sizeable. The Bipartisan Budget Act of 2015, and its impact on claiming strategies, makes it even more important for trusted advisors to learn the rules in order to best advise clients on how to maximize benefits.

Join us for this timely webinar with Former Director at the Social Security Administration, Kurt Czarnowski, to learn what these Social Security changes mean to you and your clients' financial security in retirement.

During this session, Kurt will educate you on the claiming strategies still available under the “new” law and what strategies have been grandfathered. He will explain spousal and survivor benefits, along with the benefits available to divorced clients.

Tom Dickson, Channel Leader at RMF, will provide two examples of how today’s lower-cost FHA-insured reverse mortgage can enhance Social Security claiming strategies.

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Learning Objectives:


  • Educate clients on the tools made available by Social Security and the importance of checking their earnings history. The tools include online access via SSA.gov, Social Security statements and “Online Retirement Estimator.”

  • Inform clients on their options, and potential impact, as to when they can start receiving retirement benefits. You will learn important factors, such as Full Retirement Age (FRA) and Delayed Retirement Credits (DRCs).

  • Explain to clients how Social Security calculates a benefit amount, the benefit formula and replacement rates.

  • Present clients with the tax implications working in retirement may have on their Social Security benefits.



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A nationally recognized expert, Kurt is a former Director of the Social Security Administration where he served as a Regional Communications Director. He educates trusted advisors and their clients nationally on this complex topic. Kurt is frequently quoted in the Wall Street Journal, USA Today and numerous other media outlets. Kurt has been rated excellent by 91% of webinar attendees.

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Tom Dickson

Reverse Mortgage Funding LLC
National Leader of Financial Advisor Channel
tdickson@reversefunding.com
(412) 441-1272

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Tom Dickson is the National Leader of the Financial Advisor Channel at Reverse Mortgage Funding LLC (RMF). He directs RMF’s efforts to educate financial advisors on the new case for reverse mortgages and their use in strategy planning in retirement. Mr. Dickson is also responsible for managing RMF’s “Retirement Experts Network,” an online educational platform designed to help financial advisors learn more about important retirement issues. His monthly webinar series has educated over 45,000 advisors nationally on important retirement topics. Prior to joining RMF, Mr. Dickson was part of the MetLife Bank team that secured funding to support the academic research conducted by Harold Evensky and John Salter, which evaluated the use of a reverse mortgage as a strategic planning tool. Before joining MetLife Bank, he led sales for the launch of a financial advisor portal backed by Fidelity, Putnam and Franklin Templeton, which grew to over 120,000 registered users. During his extensive career working with financial advisors, he has held Series 6 and 65 securities licenses, helped launch some of the first online brokers and non-proprietary wrap programs and served as Product Manager for Mellon’s Institutional Custody business. In addition to hosting a variety of professional development presentations by speakers who are experts in their respective fields, RetirementExpertsNetwork.com offers members free access to an array of scholarly and topical resources on important financial subjects including Social Security, reverse mortgages, student financial aid and college planning, Medicare, divorce planning and more. Most webinars will typically offer continuing education (CE) credits to advisors who hold the CFP® designation. Visit RetirementExpertsNetwork.com to learn more about webinars and expert resources.

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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Established in 2012, Reverse Mortgage Funding LLC (NMLS ID #1019941) is one of the fastest-growing lenders in the industry, one of the nation’s largest GNMA issuers of reverse mortgages, and a recognized thought leader in the reverse mortgage business. A wholly owned subsidiary of Reverse Mortgage Investment Trust Inc. (RMIT), the company’s focus is on originating, acquiring, investing in, and managing reverse mortgage loans and securities backed by reverse mortgage loans. The company is headquartered in New Jersey, with corporate offices in New York and California and field offices throughout the U.S.