Registration: 8:30 AM EDT
Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in dealing with Social Security and myriad other retirement-related planning issues.
This course features a live instructor and has been specifically designed for the NJCPA.
Practitioners who have clients contemplating receipt of Social Security
Lydia Stutesman is a college-level course teacher at Archbishop Edward A. McCarthy High School and University Preparatory in Southwest Ranches, FL, where she teaches Business Entrepreneurship Honors, Personal Finance Honors, TV Production, Communications and Broadcast Journalism, and is the Associate Director of Alumni Relations. Before joining the education system, Mrs. Stutesman had a successful career in healthcare revenue cycle management, holding positions such as Corporate Training Manager, Operations Manager, and Accounts Receivable Special Projects Director for a large pharmacy benefit management and durable medical supply company serving over three million customers. Mrs. Stutesman’s management roles included teams responsible for writing and updating all training documents and manuals, creating and facilitating course curriculum, and managing departments and groups of 50-200 team members and supervisors. Mrs. Stutesman was also responsible for maintaining corporate training compliance for over 700 employees in Florida and Virginia as well as updating all Sarbanes-Oxley controls and key controls for the revenue cycle management department. Mrs. Stutesman’s training experience dates back to 1994 when she served as a retail trainer for a Fortune 500 company. With over 28 years of facilitating, creating and updating educational content via a blended learning solution, Mrs. Stutesman is an accomplished and highly engaging speaker and presenter in the topics of healthcare revenue cycle management, fraud and abuse prevention, corporate compliance, financial planning, organizational leadership, business management, marketing, entrepreneurship, and many other financial topics of interest in today’s diverse and growing virtual climate.
$289.00 - Member
$439.00 - Nonmember
Note: Online pre-registration will close on August 25 at 8:30 AM.
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