Webinar Registration

The Repeal of WEP and GPO - The Social Security Fairness Act

Boost Your Client's Social Security outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, February, 12

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Kurt Czarnowski

Former Director Social Security Administration

What You'll Learn

The Social Security Fairness Act marks a significant change in how Social Security benefits are calculated for individuals receiving pensions from state or local governments or other non-Social Security taxed employment. Join former Social Security Director Kurt Czarnowski to…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Key Topics Covered:
1. **Overview of the Social Security Fairness Act**
- A detailed explanation of the provisions repealed by the Act.
- Insights into how these changes aim to create a fairer system for retirees and their families.

2. **Eliminating the Government Pension Offset (GPO)**
- Understanding how the repeal of the GPO impacts spousal, widow, and widower benefits.
- Practical scenarios demonstrating how clients may see increased benefits.

3. **Ending the Windfall Elimination Provision (WEP)**
- Clarifying how the removal of the WEP affects individuals with pensions from non-Social Security taxed employers.
- Strategies to identify clients who stand to benefit from this change.

4. **Effective Date and Client Planning Opportunities**
- Exploring the Act's implementation for benefits payable after December 2023.
- Proactive steps financial advisors can take to optimize their clients’ retirement plans under the new rules.

Who Should Attend?
Financial advisors seeking to:
- Provide enhanced retirement planning for clients impacted by the GPO or WEP.
- Deepen their understanding of Social Security benefits in light of legislative changes.
- Identify new opportunities to deliver value and grow their practice.

Join us to learn how the Social Security Fairness Act reshapes retirement planning and what it means for your clients and your business.

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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.