Situational Social Security
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, January 4, 2023
1:00 - 3:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

The SS workshop will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application. Attendees will understand the questions and issues that relate to all clients and understand how to ask Probing Social Security questions unlocking additional Social Security benefits for clients. Understanding Social Security will help advisors to connect with baby boomers. The universal language of baby boomers is Social Security.

Presenter:

Jim Blair
Jim is currently part owner and Social Security Consultant with Premier SocialSecurity Consulting.  Jim is also a certified instructor for the National Social Security Advisor Certificate program. Jim retired after 35 years with the Social Security Administration. Jim worked as a Service Representative helping individuals to solve problems with their Social Security benefits, as a Claims Representative taking claims for retirement, survivors, disability, and health insurance, and retired as the District Manager of the Piqua, Ohio Social Security office. Jim created and developed the National Social Security Advisor Certificate program with his partner, Marc. Jim is a graduate of the University of Cincinnati with a Bachelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC. Jim lives in Cincinnati with his wife Pat. Jim and Pat have two children, five grandkids, and two great-grandchildren.

Marc Kiner, CPA
Marc is currently part owner and President of Premier Social Security Consulting.  Marc is also a certified instructor for the National Social Security Advisor Certificate program. Marc created and developed the National Social Security Advisor certificate program with his partner, Jim. Marc has over 30 years’ of experience in public accounting. Marc recently sold his CPA practice to concentrate on Social Security. Marc obtained his Bachelor of Science Degree in Accounting and Finance and a Master’s Degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio. Marc is the President of Premier Social Security Consulting LLC and the President and on the board of National Social Security Association, LLC. Marc is a supporter of Crayons to Computers, a free store for teachers. Marc lives in Cincinnati and has two sons, Jeremy, 28, and Aaron 22.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01767-22-O
CTEC: 1000-CE-5188

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Registration before January 1, 2023
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Registration after January 1, 2023
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.