Social Security and Medicare Update (USSM)

As clients age, practitioners often field questions regarding Social Security and Medicare, which are essential parts of most people’s plans for retirement. To advise such clients, it is important to have a basic understanding of these two complex programs. This course addresses questions practitioners are commonly asked about Social Security and Medicare.

Panelists are subject to change.

• When can/should someone file for Social Security benefits?
• How is the individual’s Social Security benefit amount determined?
• What are the eligibility requirements to collect Social Security through a spouse or ex-spouse?
• Can you file for Social Security benefits and continue to work?
• Do you have to file for Social Security benefits when ready to enroll in Medicare?
• When and how must you sign up for Medicare, and what if you sign up late?
• If you are covered by Medicare, must any out-of-pocket payments be made?
• What happens if you are covered by an employer’s or a spouse’s health insurance at age 65 or older?
• The latest Medicare “gotchas” and how to avoid them
• Concerns regarding the inability of the Social Security Administration to make full payment of benefits in the future

• Effectively advise clients on Medicare and Social Security issues