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Courses/Finance/Investing

Social Security: Basic Rules and Strategies

The basic rules and strategies you may not know when it comes to your Social Security.

Created byRon Surz
4.0
(2 reviews)
BeginnerUpdated May 21, 2022
Social Security: Basic Rules and Strategies

What You'll Learn

check_circleMaximize Social Security benefits
check_circleUnderstand the choices
check_circleProtect your spouse & survivors

About This Course

We interview expert Elaine Floyd, Director of Retirement and Life Planning at Horsesmouth, a publication for financial advisors. The choices can be overwhelming, and the decisions will impact the number of benefits you receive. Elaine highlights the most important decisions and provides resources for learning more.

Your Instructor

Ron Surz
Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.

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star316 reviews

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors. His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.0
Student's Choice
2 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.