October 24, 2023


8 Total CPE Credits


Webinar (CA): Social Security Basics and Strategies for Maximizing Benefits 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits
• Recognize the language and forms of the Social Security Administration
• Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them
• Determine which planning products to use to calculate the best strategy for your clients

Major Topics

• Social Security planning, benefit calculation, and beneficiaries
• Recent changes to "file and suspend" and "restricted application" strategies
• Increasing benefits for self-employed individuals
• Planning for surviving spouses
• Integrating retirement plan distribution strategies with Social Security claiming strategies
• Coordinating drawing Social Security benefits with the start of Medicare benefits

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisers, attorneys, insurance and other professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.