Consultants educate accountants and tax pros on Social Security issues

Social Security can be a complex issue, and not only for those who receive the benefits, but also those who provide financial services to them.

An Ohio consulting company is on a mission to help these professionals better understand the issues involved. Premier Social Security Consulting of Cincinnati, which is one of few consulting firms of its type in the country, has announced that it is expanding outside Ohio.

The three-year-old company educates CPAs, enrolled agents, financial advisors, insurance agents and other professional advisors about Social Security issues. Those professional advisors can in turn achieve National Social Security Advisor (NSSA) status and advise their own clients on the best time to access Social Security in order to maximize lifetime benefits.

After coursework completion, a certification test is provided by the National Social Security Association. Participants who pass the test are awarded certification and the NSSA logo, which can be placed on business cards and other marketing materials. 

Premier has scheduled National Social Security Advisor (NSSA) training dates through June in Ohio.                                                                   

Training dates for the NSSA program are Feb. 21 and 22; March 18 and 19; April 22 and 23; and June 11 and 12 at the Westlake Center, Suite 650, 4555 West Lake Forest Dr. in Blue Ash, Ohio.

Training will also be held May 13 and 14 at the Paychex office in Hudson (Cleveland, Ohio) and May 15 and 16 at Paychex in Columbus, Ohio.

Cost is $295 for a two-day session through May. After May, the cost will be $995.

A $295 one-day class is also available. The one-day class covers the basics of Social Security and offers NSSA certification, said Marc Kiner, partner at Premier and NSSA co-founder.  Kiner said the cost for each of the sessions is the same because both include a year of continuing support and monthly webinars with Premier on Social Security issues.

Kiner, a CPA for 30 years, and partner Jim Blair, a 35-year veteran of the Social Security Administration, are on a mission. Their goal is to educate professional advisors to guide the nation's 72 million Baby Boomers through the maze of Social Security in order to help retirees maximize benefits.

About 10,000 Baby Boomers -- people born between 1946 and 1964 -- turn 65 each day. The opportunity to help folks make this complicated decision continues to grow, said Kiner.

"We are deeply committed to educate advisors throughout the country to help people make the right decisions on when to access their benefits," said Blair.