Intro to Social Security

Exam Only
IRS Number: Pending

Available: 06/12/2025

Product Description

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an understanding of the main concepts and benefits of Social Security and Medicare. Taught by TaxSpeaker’s own Social Security experts, we even have our own employees and area residents take this class as one of the most hands-on, everyday life practical courses we teach.

Prerequisites

None

Field of Study

Specialized Knowledge-0.00
Taxes-2.00

NASBA Categories

Specialized Knowledge, Taxes

Course Level

Intermediate

Course Objectives

This course introduces the student to the Social Security system, explains what it takes to qualify, taxability, types of benefits (worker, spouse, dependent, widow) and walks through when and how to sign up for benefits. It is an incredibly valuable “overview” of the system, as well as an introduction to deeper study of Social Security and Medicare.

Available Options

Webinar

A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.

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Self Study Options

On Demand

An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.

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Ebook/DVD

A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.

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Manual/DVD

A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.

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