NAEPC Webinar: Social Security Considerations in Estate Planning
Presented by National Association of Estate Planners & Councils
Wednesday, October 13, 2021
3:00pm - 4:00pm ET
Speaker: Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
This session considers integrating Social Security retirement benefits into estate planning. Even with the high net worth client, this benefit is an important planning tool because of tax affects and longevity considerations. We will address issues such as how the system’s underfunding factors into projecting benefits, how to avoid the Social Security tax torpedo, retirement income bridging techniques that help defer and maximize retirement benefits, and coordinating OASDI payments with retirement drawdowns. Practical considerations are also included, such as how to help the client file for the benefit, using the benefit to pay for Medicare, and what to do about Social Security at death.
Sophia Duffy is an Assistant Professor of Business Planning and the Assistant Vice President and Director of Regulatory Compliance, at The American College of Financial Services. Duffy teaches in the areas of estate planning, small business and succession planning, and income taxation. She is an attorney and a Certified Public Accountant (CPA).She received her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012, and her Bachelor of Science (BS) in Accounting from Rutgers University in 2002.
In 2015, Duffy was appointed Interim Chief Academic Officer. Prior to that, she served as Assistant Dean of Business Affairs.
Steve Parrish is a former practicing attorney and financial planner with over 40 years’ experience in financial services. He serves as Co-Director of the Retirement Income Center at The American College and as an adjunct estate planning professor at Drake University Law School. He is widely published in legal and financial journals, and is an ongoing Forbes contributor.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
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Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one discounted fee.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College)|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program link and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and a password to the recorded version of the webinar, which can be used to show the program to council members and guests who have gathered together on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availability of credit.