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Former Social Security director Kurt Czarnowski joins us for a timely review of the Social Security Trustees 2021 projections to address the question of 'Will Social Security be there for me?".  Kurt will explain how Social Security benefits are funded, the Trust fund that used to pay out benefits, and President Biden's proposal to address the solvency of the program. 

Kurt will also provide a refresher on:

  • How Social security benefits are calculated
  • Spousal benefits; i.e. non-working spouse, divorce, survivor)
  • The Hold Harmless provision and Medicare Part B premiums

This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.  

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.

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