While the Social Security Timing® software adds value to your services, educating yourself on Social Security enhances your value even more. The School, Social Security Timing’s exclusive two-day training, covers more than just Social Security rules and claiming strategies. It teaches how to apply those rules in the context of an overall retirement plan, addressing tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets. The School is for advisors who want to develop their Social Security expertise to stand out in a marketplace increasingly crowded with do-it-yourself online calculators and other advisors claiming to know the topic.
16 hours of Continuing Education are approved for PACE, CFP® and Continuing Professional Education for CPAs. 16 hours of continuing education have been requested for insurance agents. Number of CE hours granted varies by state or the governing body. Please contact 1.877.844.7213 for current state approvals.
Lloyd D. Watnik is one of the nation’s foremost authorities on Social Security, with more than 43 years of experience in Social Security and federal government benefits. Before retiring in 1994, he worked for the Social Security Administration for 27 years, 24 of which were as a manager. He has been training federal employees and lecturing in the private sector since 1972 with invitations to speak to large corporations and the highest-ranking Congressional staff. Born and raised in Brooklyn, New York, Lloyd now resides in San Diego.
Joe Elsasser is an independent financial planner, software developer, speaker and author who is nationally known for his extensive experience in comprehensive retirement planning that includes Social Security and Medicare. Joe developed the patented Social Security Timing software application, and co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income.” Based in Omaha, Nebraska, Joe is a Certified Financial Planner® and still works with individual clients through his own Registered Investment Advisor firm. Joe’s real-world perspective will provide you practical information that you can immediately use with your own clients.
Social Security Timing’s Director of Education, David Cechanowicz is a nationally sought-after expert on complex issues where the law, taxes and financial matters intersect, with a specialty in retirement planning that optimizes individuals’ Social Security benefits. Now based in Albuquerque, New Mexico, he began his career in the financial services industry concentrating on business owners’ estate, retirement and business planning needs, and has accumulated more than 35 years of experience. He has testified before the Internal Revenue Service, served as an expert witness in federal court on industry matters, taught classes for the Chartered Financial Consultant® designation and helped the Certified Financial Planner Board of Standards write exam questions.