I have been in the Social Security business for more than 40 years and, in my experience, most people are overwhelmed and uninformed about what benefit options are available, when to take them, and the mechanics of how to apply for them. People have contributed hundreds of thousands of dollars to the Social Security trust funds but have little idea of what is available, when it is available, and how it fits into their financial goals for retirement.
I have developed two presentations about the Social Security system, how it works, its nuances, restrictions, and timing. I offer informative Social Security 101 and 201 presentations, which are updated with the 2021 changes. Each session lasts about 50 minutes and is perfect for an employee lunch and learns or any other venue that works for clients or employees. I can present virtually if necessary.
The “Social Security 101” presentation explains the basics of Social Security entitlement like the earnings test, full retirement age, spousal/survivor benefits, Windfall Elimination, and Government Pension Offset. “Social Security 201” covers Medicare, disability, misinformation, “They Said” issues, practical information on how to file, overpayments, and your “My Social Security” online account. My fee is $250 for each presentation.
It’s great to put 2020 behind us and I’m looking forward to working with many of you in 2021. Thank you for your referrals and trust over the past 15 years!
About Dennis Heywood
Denny’s career with Social Security provides an in-depth, working knowledge of the Social Security Administration’s internal organization and processes. An expert in all phases of SSA programs: retirement, survivor, disability, and Medicare, Denny has expertise with the complex Social Security regulations based on more than 40 years of experience.