Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP).
Workers and their employers need to not only understand the financial impact of the WEP on a worker, but also possibly the impact on a worker’s spouse.
The good news is that the WEP effect is not as severe as the rumor mill makes it out to be, and there are potential ways to reduce the financial impact.
In "Social Security WEP: FOMO, IDK or LOL??" by Michael Wilson, you will:
- Learn how Social Security defines various retirement benefits;
- Understand when the WEP does and does not apply;
- Learn how to calculate the WEP’s impact on a worker’s benefit;
- Determine who may be affected by the WEP;
- Identify potential methods of reducing the WEP.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Michael Wilson, CFP®, CRC®, MBA,
Integrity Financial Planning.
Meet Michael Wilson, CFP®, CRC®, MBA,
Integrity Financial Planning
Retirement planning experience
Mike Wilson is the owner of Integrity Financial Planning. Prior to Integrity, he worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors.
Retirement planning thought leadership and expertise
Mike has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. He has an MBA in Finance from Baylor University, and he is a Certified Financial Planner™. Mike is also Certified Retirement Counselor® (CRC®).
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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