Online Store

Social Security WEP: FOMO, IDK or LOL?? - Michael Wilson

Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP).

Workers and their employers need to not only understand the financial impact of the WEP on a worker, but also possibly the impact on a worker’s spouse. 

The good news is that the WEP effect is not as severe as the rumor mill makes it out to be, and there are potential ways to reduce the financial impact. 

In “Social Security WEP: FOMO, IDK or LOL??” by Michael Wilson, you will:

  1. Learn how Social Security defines various retirement benefits;
  2. Understand when the WEP does and does not apply;
  3. Learn how to calculate the WEP’s impact on a worker’s benefit;
  4. Determine who may be affected by the WEP;
  5. 5. Identify potential methods of reducing the WEP.

Your presenter is Michael Wilson, CFP®, CRC®, MBA, Integrity Financial Planning.

Michael Wilson

Mike is the owner of Integrity Financial Planning. Prior to Integrity, he worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. Mike has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. He has an MBA in Finance from Baylor University, and he is a Certified Financial Planner™. Mike is also Certified Retirement Counselor® (CRC®).

He and his wife Nancy live in Salt Lake City; when not working on retirement issues, you’ll likely find Mike on his mountain bike somewhere in the Wasatch mountains.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.8 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Social Security WEP: FOMO, IDK or LOL?? - Michael Wilson


Members Only