Past Events

NAEPC Webinar - Social Security Considerations in Estate Planning
Wednesday, October 13, 2021, 03:00pm - 04:00pm
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Robert G. Alexander Webinar Series / Upcoming Program

 
 

Social Security Considerations in Estate Planning

Speakers: Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
Date: Wednesday, October 13, 2021, 3:00pm - 4:00pm ET

About the Program

This session considers integrating Social Security retirement benefits into estate planning. Even with the high net worth client, this benefit is an important planning tool because of tax affects and longevity considerations. We will address issues such as how the system’s underfunding factors into projecting benefits, how to avoid the Social Security tax torpedo, retirement income bridging techniques that help defer and maximize retirement benefits, and coordinating OASDI payments with retirement drawdowns. Practical considerations are also included, such as how to help the client file for the benefit, using the benefit to pay for Medicare, and what to do about Social Security at death. 

About the Speakers

Sophia Duffy is an Assistant Professor of Business Planning and the Assistant Vice President and Director of Regulatory Compliance, at The American College of Financial Services. Duffy teaches in the areas of estate planning, small business and succession planning, and income taxation. She is an attorney and a Certified Public Accountant (CPA).She received her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012, and her Bachelor of Science (BS) in Accounting from Rutgers University in 2002.

In 2015, Duffy was appointed Interim Chief Academic Officer. Prior to that, she served as Assistant Dean of Business Affairs.

Steve Parrish is a former practicing attorney and financial planner with over 40 years’ experience in financial services. He serves as Co-Director of the Retirement Income Center at The American College and as an adjunct estate planning professor at Drake University Law School. He is widely published in legal and financial journals, and is an ongoing Forbes contributor.

Register for the Webinar

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Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. prior to attending your first program if you have any questions with regard to the availability of credit.

Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering 

Upcoming Programs

December 8, 2021
Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®

See complete details about all upcoming webinars from NAEPC.

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NAEPC Journal

Estate Planning Law Specialist

 
 

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