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Calculator & On-Demand Webinar:

SOCIAL SECURITY FAIRNESS ACT

The Fairness Act webinar took place on January 23, 2025 where Joe Elsasser, CFP®, President and Founder of Covisum, covered:

  • The workings of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) and the coordination of the two provisions, including case studies
  • Why retroactive checks could be $50,000 or more
  • Challenges to estimating benefits and retroactive benefits for people who have already elected
  • Steps your clients should take now to avoid forfeiting benefits

A bonus Excel-based calculator is now available to help determine benefit amounts for people who have already elected as this is a big gap in Social Security planning tools in the marketplace today. 

 

Software subscribers can access the webinar slides in the marketing kit!

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