Social Security Advisor Professional Certificate
USF's new Social Security Advisor certificate is the only University based social security certificate program in the nation!!
DID YOU KNOW?
This Certificate program will provide you with the skills, knowledge and tools to maximize social security planning for yourself and your clients.
Who Should Attend
Key Benefits
Participants will leave the program with an understanding how optimize Social Security benefits. Specifically they will learn the following:
DID YOU KNOW?
- There are over 2,728 rules governing social security.
- Many people will receive over 1 million dollars in social security benefits during their lifetime,
- How you plan for Social Security can impact the amount you receive by hundreds of thousands of dollars.
This Certificate program will provide you with the skills, knowledge and tools to maximize social security planning for yourself and your clients.
Who Should Attend
- Financial Advisors
- CPAs
- Attorneys
Key Benefits
Participants will leave the program with an understanding how optimize Social Security benefits. Specifically they will learn the following:
- When to File for Social Security Benefits
- What to File when applying for Social Security Benefits
- How to File for Social Security Benefits
- How to Market and Grow your Practice through Social Security Planning
- How to Integrate Social Security Planning with an overall retirement plan
Faculty
Ash Ahluwalia |
Ash is one of the nation’s foremost experts on social security and is a highly sought-after speaker at conferences and industry events.
He is the founder and President of National Social Security Partners, LLC, (“NSSP”), the nation’s leading social security planning firm. NSSP works in collaboration with other professionals such as financial advisors, CPAs, and attorneys to help clients navigate the complexities of social security and maximize benefits. After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA). He then went on to obtain an MBA from Wharton Business School. |
Curriculum
DAY 1
Module 1 - Social Security Fundamentals
Module 2 Advance Social Security Planning
Evening Networking Event
DAY 2
Module 3 - Marketing Social Security Benefits to Grow your Practice
Module 4 - Integrating Social Security Benefits with Overall Retirement Planning
Module 1 - Social Security Fundamentals
Module 2 Advance Social Security Planning
Evening Networking Event
DAY 2
Module 3 - Marketing Social Security Benefits to Grow your Practice
Module 4 - Integrating Social Security Benefits with Overall Retirement Planning
