Social Security "Boot Camp"

  • 23 Aug 2019
  • 8:00 AM - 4:30 PM
  • Bank of the Bluegrass training building behind the Bank of the Bluegrass location at 215 Southland Drive in Lexington


Registration is closed

      Lexington Chapter of Financial Service Professionals

Social Security Boot Camp

The Lexington Chapter of the Society of Financial Service Professionals is partnering with Premier Social Security Consulting to give you more opportunity to grow your practice and increase your revenue.

Seventy-eight million baby boomers are either currently eligible or will soon be eligible for Social Security. With PSSC training, you can help your clients receive maximum Social Security benefits through your astute analysis of filing options.

Credibility and reputation are important. Let your clients know that you have invested in their future by investing in your own training by attending this one-day social security “Boot Camp”.  This education is ideal for helping CPAs, financial advisors, attorneys and other professional advisors understand the Social Security program to help clients navigate the Social Security maze and better answer their questions.

Social Security Education Covers the Following Topics:

  • Social Security Eligibility
  • Review of the annual earnings/benefits statements
  • Types of SS – Retirement, Survivorship, Disability, Family Benefits
  • Windfall Elimination Provision Government Pension Offset
  • How benefits are calculated
  • Spousal benefits
  • Children/family benefits
  • Strategies to maximize Social Security benefits
  • Medicare
  • Situational social security along with plenty of case studies

Approved for 8 hours of CE, CPE and CFP. CLE pending.

Lunch included!

Friday, August 23rd 8:00-4:30.

Only $350!

Limited seating so reserve your space today! The meeting will take place in the Bank of the Bluegrass training building which is located behind the Bank of the Bluegrass location at 215 Southland Drive in Lexington.  Click on the link below to register or RSVP to Melissa Horn at

Not a member?  Click the link below to join!


Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 



Lexington Chapter FSP Board of Directors:
     Jeff Schriefer, CTFA--President
Taylor Stuckey, CPA, JD, MS--Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
          Melissa Gayheart, JD--Immediate Past President 
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
       William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
     Kimberly Johnson, CLF       

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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