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Join the Experts! Reserve Your Seat for Our Live Training in Charlotte!!!
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DECEMBER 11, 2025

Bank on Social Security Mastery in Charlotte!

Conclude the year with our NSSA® comprehensive classroom training in Charlotte. Join us for a full day of in-depth education on Social Security and Medicare, featuring live instruction and practical applications for financial advisors.

VIEW YOUR AGENDA

NSSA® Training Day Agenda

A Complete Guide to our Social Security & Medicare Classroom Agenda

 
7:30 - 8:00 AM | Coffee and Croissants Meet and Greet
  • Start your day with a casual meet and greet. Enjoy freshly brewed coffee, croissants, and other pastries while networking with fellow participants and instructors.

8:00 - 8:15 AM | Introduction

  • Welcome to the NSSA Certification Course! Our course adheres to all regulations and ethical standards, providing accurate and up-to-date Social Security knowledge to empower financial advisors.

8:15 - 8:30 AM | Welcome to Social Security

  • Take a brief look at the history and impact of Social Security, from its inception in 1935 to its crucial role in supporting today's retirees.

8:30 - 9:00 AM | Social Security Basics

  • Understand Social Security eligibility, the four benefit types, funding through payroll taxes, and how to determine your Full Retirement Age.

9:00 - 10:00 AM | Advanced Social Security Concepts

  • Delve into various Social Security claiming strategies, including early retirement reduction, claiming at Full Retirement Age, Delayed Retirement Credits, voluntary suspension, and deemed filing.

10:00 - 11:00 AM | Types of Benefits

  • Gain a comprehensive understanding of the different types of Social Security benefits, including spousal, ex-spousal, surviving spousal, children's, and parent's benefits.

11:00 - 12:00 PM | Financial Considerations

  • Explore topics such as the Family Maximum, Lump Sum Death Benefit, Annual Earnings Test, Public Employees’ Pension Income (WEP/GPO offsets), taxation of Social Security benefits, and COLA adjustments.

12:00 - 1:00 PM | Catered Lunch

  • Enjoy a delicious catered lunch with a variety of options to suit all dietary preferences. Use this time to relax and connect with peers.

1:00 - 2:00 PM | Medicare Overview and Background

  • Learn about the foundational aspects of Medicare, including its history, funding mechanisms, and eligibility criteria.

2:00 - 3:00 PM | Medicare Parts and Coverage

  • Dive into the details of Medicare Part A, Part B, Part D, Medicare Advantage (Part C), and Medigap, understanding the coverage and benefits of each part.

3:00 - 4:00 PM | Enrollment, Costs, and Adjustments

  • Understand the enrollment process for Medicare, late enrollment penalties, associated costs, adjustments, Income Related Monthly Adjustment Amount (IRMAA), and long-term care coverage.

4:00 - 4:30 PM | Conclusion

  • Wrap up the course with valuable NSSA tips, details about the certification exam, and guidance on the next steps to take after completing the course.

4:30 - 5:30 PM | Cocktail Hour

  • Unwind and network during our cocktail hour. Enjoy a selection of beverages and light appetizers while mingling with instructors and fellow attendees.

Expert-Led Training in a Dynamic Classroom Setting!

Start learning in an immersive, hands-on environment with expert guidance. Here’s what you’ll get:

  • In-Person Instruction: Benefit from face-to-face interaction with expert instructors and peers.
  • Comprehensive Curriculum: Dive deep into all aspects of Social Security and Medicare, from eligibility to advanced claiming strategies.
  • Engaging Activities: Participate in practical exercises, discussions, and real-world case studies to reinforce your understanding.
  • Immediate Feedback: Receive instant feedback and personalized guidance from industry-leading experts.
  • Networking Opportunities: Connect with fellow professionals and build valuable relationships to support your career growth.

Register Now Before Seats Fill Up!

Space is limited for our popular in-person training. Don’t miss your chance to attend!

REGISTER NOW

The clock is ticking!

Don’t miss your chance to level up your knowledge of Social Security and Medicare benefits.

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What People Are Saying

Listen to what some of our past attendees have to say about our program!

“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!” 

David S.

CFP

“We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of clients”

Brad W.

CFP

“Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support. Very pleased!”

Rayyan A.

CFP

Don’t Miss Out!

Secure your spot today and take the first step towards mastering Social Security and Medicare. Register now and join us in Charlotte!

REGISTER NOW