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Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits

March 6 @ 11:00 am - 12:00 pm EST


About This Webinar

Social Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual’s earnings history and the age at which they choose to claim benefits. Survivor’s benefits are designed to provide financial assistance to the surviving family members of a deceased individual who was eligible for Social Security benefits. The amount of survivor’s benefits is influenced by factors such as the deceased individual’s earnings history and the age at which the survivor chooses to claim the benefits. In both cases, understanding the eligibility criteria, claiming strategies, and potential impacts on overall financial planning is crucial for individuals and families seeking to optimize their Social Security benefits. This webinar will provide a comprehensive look at retirement and survivor benefits from the Social Security Administration and provide the knowledge and resources for providers to make informed decisions, ensuring a secure and prosperous future for the families they serve.

Learning Objectives:

  • Explore the various retirement benefit options provided by the Social Security Administration.
  • Understand the critical aspects of survivor benefits and how they offer a safety net for loved ones in times of loss.
  • Discover smart and strategic approaches to maximize social security benefits.
  • Gain valuable tips on effective financial planning for retirement and beyond.


Rhonda Romero

Public Affairs Specialist
Social Security Administration (SSA)

Rhonda Romero began her career with Social Security Administration in 2001 as a Supplemental Security Income Claims Representative. In 2014 she became the Public Affairs Specialist for New Mexico and part of West Texas. Rhonda serves on SSA’s National Alaska Native and American Indian Committee and Dallas Regional Native American Workgroup. Rhonda is a native of Santa Fe, New Mexico where she currently resides.

Continuing Education (CE) Credit

  • Certified in Family and Consumer Sciences (CFCS): This course is awaiting approval for 1.0 CE credit from the American Association for Family and Consumer Sciences (AAFCS) for CFCS.
  • Certified Personal and Family Finance Educator (CPFFE): This course is awaiting approval for 1.0 CE credit from the American Association for Family and Consumer Sciences (AAFCS) for CPFFE.
  • Certified Family Life Educators (CFLE):  This program has been approved by the National Council on Family Relations (NCFR) for 1.0 CE credit for CFLEs.
  • Social Work, LPC, LMFT: Program awaiting approval for 1.5 CE credits will be obtained for Social Work, Licensed Professional Counselors, and Licensed Marriage & Family Therapists from the University of Texas at Austin, Steve Hicks School of Social Work. Check with your state licensing agency for reciprocity and/or credit approval if licensed for other professions or in one of the following states: CO, FL, HI, IA, KS, KY, NY, ND, OH, OK
  • Case Manager: This program has been submitted to the Commission for Case Manager Certification for approval to provide board certified case managers with 1.0 clock hour.
  • Board Certified Patient Advocates: This program is awaiting pre-approved by the Patient Advocate Certification Board for a total of 1.0 CE contact hours, of which 0.0 are in the area of Ethics for BCPA.
  • Accredited Financial Counselors (AFC): This webinar is awaiting approval for 1.0 CE credit.
  • Certified Personal Financial Counselors (CPFC): This webinar is awaiting approved for 1.0 CE credit.
  • Certificates of Attendance are available for providers interested in documenting their training activities.

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March 6
11:00 am - 12:00 pm EST
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How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at

More Info

Upcoming Webinars
Continuing Education Credits Available
Webinar URL
Webinar ID
Webinar ID: 8210 0198 348
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If you are unable to connect to Zoom or access YouTube
dial in by phone: 1 301 715 8592
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