Master Social Security, Medicare, and IRMAA—Live, In Person

Advisor Mastery Conference

Dallas, Texas | September 23–25, 2026

Learn Social Security, Medicare, and IRMAA planning in person at our immersive, instructor-led Advisor Mastery Conference in Dallas. This three-day live experience is designed for financial professionals who want more than theory—who want practical mastery, real-world application, and credentials that immediately elevate their credibility.

Over two and a half days, you’ll engage directly with expert instructors, ask questions in real time, and work through realistic client scenarios that reflect the complexity advisors face every day. This is hands-on education built for professionals who take retirement planning seriously.

Learn the Framework That Shapes Every Retirement Decision

Social Security, Medicare, and IRMAA sit at the center of nearly every retirement plan—yet they remain among the most misunderstood areas of financial planning. This live, instructor-led training gives you the clarity, confidence, and applied insight needed to guide clients through decisions that permanently affect income, taxes, and healthcare costs.

You won’t just learn rules—you’ll learn how to explain them, apply them, and integrate them into real planning conversations with high-value clients.

Stand Out with the Industry’s Most Trusted Dual Designations

This Advisor Mastery Conference combines live training for both the NSSA and the IRMAACP—two of the most respected credentials in retirement income and Medicare planning.

Across three days, you’ll build a complete, instructor-led knowledge base covering:

• Social Security claiming and optimization
• Medicare enrollment and penalty avoidance
• IRMAA calculation and income-reduction strategies
• The tax and cash-flow implications that tie them all together

The result: confidence in front of clients, credibility in your marketplace, and expertise that sets you apart from generalist advisors.

Day One: NSSA® Social Security Live Training

A full day of clear, instructor-led education covering:

• Core Social Security rules and benefit structures
• Advanced claiming strategies for individuals and couples
• Taxation of benefits
• Family and survivor benefit scenarios
• Real-world client case studies advisors actually encounter

Day Two: IRMAACP™ Medicare & IRMAA Live Training

A comprehensive, expert-guided deep dive into:

• Medicare enrollment timing and penalties
• Parts A, B, C, and D coordination
• MAGI and IRMAA determination
• IRMAA brackets and surcharge calculations
• Income-reduction and proactive planning strategies
• Avoiding costly Medicare and IRMAA surprises for clients

Day Three: Industry Expert Presentations

Learn from seasoned professionals on how to apply your new expertise. Sessions will focus on:

• Marketing and positioning retirement expertise
• Technology and software that support planning conversations
• Practice management insights to turn knowledge into growth

Interactive, Advisor-Focused Learning

Live Q&A and Discussion
Engage directly with instructors throughout the training. Ask questions, clarify edge cases, and pressure-test strategies in a collaborative, professional setting.

Downloadable Advisor Resources
You’ll receive access to the presentation materials, worksheets, quick-reference charts, and client-ready tools used by thousands of financial professionals nationwide.

Self-Paced Course Access
Gain access to the full online, self-paced versions of both courses before the event—giving you the ability to preview content, reinforce learning, and review key topics on demand.

Certification Eligibility Included

Attendance qualifies you to sit for both certification exams, allowing you to earn:

• The NSSA® designation for Social Security expertise
• The IRMAACP™ designation for Medicare and IRMAA planning

These credentials signal to clients—and to your peers—that you’ve invested in advanced, specialized retirement education.

Who This Conference Is For

This event is built for financial advisors, planners, and professionals who want to:

• Confidently address Social Security, Medicare, and IRMAA questions
• Differentiate themselves in a crowded advisory marketplace
• Attract and retain higher-value retirement clients
• Replace uncertainty with mastery in high-stakes planning conversations