Learn the reasons behind the inception of the social security program. When was it created? Why? How is it funded? This course will also teach the different types of benefits, such as retirement, disability, etc. We will educate on how the benefits are calculated. Spouse, widow, divorce, and family benefits will also be explained. This will all relate back to how social security is positioned in one’s financial/retirement plan, and the way the benefits are collected DOES matter.

Marcum LLP is proud to offer the Education with a Bite Series as a free event and all attendees will receive CPE and CE credits.

Join us for breakfast and start your workday learning about an array of topics from some of the most qualified and educated speakers. Breakfast will be served at 7:00 AM and the presentation will begin at 7:30 AM and run anywhere until 8:30 or 9:00 AM.

We always look forward to seeing new faces, so please feel free to spread the word to those business advisors and clients that you feel would benefit from this event.


Louis Trivisonno

Financial Advisory, Marcum Wealth

Lou Trivisonno has been a Financial Advisor for the past 20 years. He assists clients in wealth management, financial planning, and social security planning. Lou hosts the Marcum Wealth Youtube Channel show, Two with Lou.


CPE Credit

Program Description Social Security – The Different Types of Benefits
Important Notice Regarding CPE:
Learning Objectives
  • Outline why and how social security was created
  • Summarize the different types of benefits available through Social Security
  • Model how retirement benefits are calculated
  • Classify spouse, widow and divorcee benefits
  • Explain how social security impacts financial/retirement planning
Instruction Delivery Method Group Live
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees should ensure that they sign in and out on the provided attendance forms, including an email address so that certificates can be sent after attendance is processed.
Recommended Field of Study Taxes
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Marcum LLP Nationally Approved PACE Program Provider FAGD/MAGD Credit Approval does not imply acceptance by any regulatory authority or AGD endorsement 9/1/2021 to 8/31/2024 – Provider ID #217875