Continuing Education Courses

Professionals who help retirement-age workers with questions about Social Security should be well-informed on how immigrants - both legal and undocumented - affect and are affected by the Social Security program.

As a self-employed RSSA, you have the opportunity to offer Social Security education, analyses and advice to all workers approaching retirement age, whether they are employed by a company and receiving a paycheck or are also self-employed and running their own business.

This course provides factual background about Social Security, its benefits and finances, and some policy options to improve the program.

This course is intended to give a historical perspective of the Social Security program specifically focused on the financial specifics of the trust funds, past amendments and proposed future fixes to assure long-term solvency of the program.

This course is a mix of questions from individuals and families collecting Social Security benefits. The format is a podcast by Devin Carroll, based on calls he receives from individuals around the country who have interesting questions to consider. Many of these considerations can be applied by an RSSA to help their own clients.

This course will help you find out how to simplify the rules and use them to your clients' advantage so they can get every dollar in benefits they deserve.

This course will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.

This course will summarize the key provisions of SECURE 2.0 with examples for some of the more involved issues. Until regulations and/or guidelines are provided by the IRS and DOL, many of the changes are subject to interpretation based on the language provided.

This course is an interview with Bill Arnone from the National Academy of Social Insurance (NASI) and Martha Shedden, president and co-founder of NARSSA. They focus on all forms of social insurance, not just Social Security.

This course is an interview with Robert Powell, award-winning financial journalist, and Martha Shedden, president and co-founder of NARSSA.

This course is an interview with Nancy Altman, an advocate, advisor, instructor, author, thought-leader, and all-around front-row participant on Social Security and private pensions for 50+ years.

The concept of acting as a fiduciary has been around for thousands of years, with doctors, lawyers and other professionals regularly held to this high standard. More recently, financial professionals are being held to that same standard due to marketplace, legal and regulatory forces.