7 Results for ‘a-primer-on-social-security-disability-law

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OnDemand Course: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

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OnDemand Course: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

OnDemand Course: Using Digital and Social Media to Acquire and Expand Client Relationships

Using Digital and Social Media to Acquire and Expand Client Relationships

Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients. This topic will describe how to establish your personal brand and engage clients using...

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found...

Bookstore: Medicaid and Elder Law in Maryland: Special Needs Trusts

Medicaid and Elder Law in Maryland: Special Needs Trusts

Medicaid and Elder Law in Maryland: Special Needs Trusts Special needs trusts and supplemental needs trusts are established for the sole benefit of a person with disabilities.

OnDemand Course: Preparing for and Surviving an Office of Compliance Inspections and Examinations Review

Preparing for and Surviving an Office of Compliance Inspections and Examinations Review

Are You Ready for the SEC to Peer Into Your Firm's Closets? It is no secret that the SEC, through OCIE, has stepped up its efforts to examine investment advisers' compliance policies and procedures.

OnDemand Course: First Dad Died and Now Mom: Second Death Estate Planning and Administration

First Dad Died and Now Mom: Second Death Estate Planning and Administration

For most married couples, on the first death, the most important estate planning goals are: to maintain the financial security and lifestyle of the surviving spouse; to avoid the payment of any transfer or additional...

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