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SEPTEMBER 17, 2025

Prepare for Year-End with September’s NSSA® Training!

Prepare for the year’s end with our NSSA® comprehensive training, featuring a full-day live webinar. This session offers financial advisors a thorough understanding of Social Security and Medicare, including up-to-date policy changes and practical application exercises.

VIEW YOUR AGENDA

NSSA® Virtual
Training Day Agenda

A Complete Guide to our Social Security & Medicare Classroom Agenda

Times are Eastern Standard Time

 

9:30 - 10:00 AM | Virtual Meet and Greet
Start your day with a casual meet and greet. Pour yourself a coffee from the comfort of your home or office while networking with fellow participants and instructors.

10:00 - 10:15 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.

10:15 - 10:30 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.

10:30 - 11:00 AM | Social Security Basics
Understand Social Security eligibility, the four benefit types, funding through payroll taxes, and how to determine your Full Retirement Age.

11:00 - 12:00 PM | 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.

12:00 - 1:00 PM | 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.

1:00 - 2:00 PM | Catered Lunch
Take a break and enjoy your lunch! We’ll be back online at 1:00 PM!

2:00 - 3:00 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. 

3:00 - 4:00 PM | Medicare Overview and Background
Learn about the foundational aspects of Medicare, including its history, funding mechanisms, and eligibility criteria.

4:00 - 5:00 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.

5:00 - 6:00 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.

6:00 - 6:30 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.

Expert-Led Training in a Live Webinar Format!

Engage in an interactive, real-time learning experience with expert instructors. Here’s what you’ll receive:

  • Live Instruction: Participate in live sessions with top experts, offering real-time insights and guidance.
  • Comprehensive Curriculum: Delve into every detail of Social Security and Medicare, from basic eligibility to advanced strategies.
  • Interactive Experience: Engage in live discussions, practical exercises, and real-world case studies to solidify your knowledge.
  • Instant Feedback: Receive immediate responses to your questions and personalized guidance from industry-leading professionals.
  • Professional Networking: Connect with peers during the webinar and build meaningful relationships to support your career growth.

Register Now Before Seats Fill Up!

Space is limited for our live webinar 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 on Zoom!

REGISTER NOW