How many of these mistakes are you making? Download our free guide.

About Us Social Security Training IRMAA Medicare Training Find an Advisor Contact Us
NSSA® and IRMAACP™ SELF-PACED LEARNING

Interactive Live Social Security and IRMAA Training for Professionals February 18–19th, 2026

Advance your expertise in real time with our NSSA® and IRMAACP™ Live Webinar Training. These instructor-led sessions deliver a dynamic, engaging learning experience where you can interact directly with expert educators, ask questions as concepts are taught, and gain clarity on complex Social Security and IRMAA strategies as they apply to real-world client scenarios.

Live training keeps you accountable, sharpens your understanding through discussion and examples, and ensures you stay current on rules, regulations, and planning strategies—all while learning alongside a community of fellow professionals.

SEE WHY THE PROS CHOOSE NSSA™

Why successful financial professionals earn their NSSA® and IRMAACP™ certifications

Thousands of financial advisors, insurance agents, tax professionals, and retirement planners have earned their NSSA™ and IRMAACP™ certifications. It’s time you joined them.

Set Yourself Apart From the Crowd

Earning NSSA® and IRMAACP™ certifications set you apart as an expert in Social Security planning. These prestigious credentials show your commitment to excellence, enhancing your professional reputation and credibility in a competitive market.

Attract and Retain More Clients

Attract more clients by showcasing your expertise in Social Security planning and attract higher value prospects who are subject to IRMAA. Boost your book of business, and get the edge you need to grow your client base & foster long-term relationships.

VIEW TRAINING OPTIONS

Get the Support you Need to Suceed

NSSA® and IRMAACP™ members are supported by a team of subject matter experts as well as a community of peers numbering in the thousands. Whether you are stuck on a complex scenario or just want a refresher on a topic, we have your back.

Three Webinar Options to Meet Your Needs

Choose our one day NSSA® Social Security course, our one day IRMAACP™ and Medicare course, or bundle both and get the best of both worlds.

NSSA® Social Security Webinar: February 18th, 2026

Learn Social Security and retirement planning through our live, instructor-led webinars. Engage in real time, ask questions, explore foundational and advanced strategies, and gain clarity from expert explanations—all in an interactive format designed to build your confidence and expertise.

$1,495.00 USD
REGISTER NOW

IRMAACP™ Medicare and IRMAA Webinar Class: February 19th, 2026

Learn Medicare, IRMAA, and income-planning strategies through our live, instructor-led webinars. Engage in real time, ask questions, explore foundational and advanced concepts, and gain clarity from expert explanations—all in an interactive format designed to build your confidence and expertise.

$1,495.00 USD
REGISTER NOW

NSSA® Social Security + IRMAACP™ Webinar Class: February 18th-19th, 2026

Learn Social Security, Medicare, and IRMAA planning through our live, instructor-led two-day webinar series. Engage in real time with expert instructors, ask questions, and explore both foundational and advanced strategies across both programs. This interactive training format gives you the clarity, confidence, and practical insight needed to guide clients through two of the most important—and most misunderstood—areas of retirement planning.

$1,995.00 USD
REGISTER NOW

Still thinking it over? Check out our course syllabus

DISCOVER YOUR COURSE OUTLINE

“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!” 

–David S.

Training backed by decades of experience 

Our curriculum has been created by the industry experts in Social Security, Medicare, and IRMAA. Jim Blair is a 35 year veteran of the Social Security Administration and Todd Valles is a nationally recognized IRMAA expert. 

NSSA® Social Security Course Outline

 
Introduction
  1. Disclosure
  2. Mission Statement, Objectives, and Expectations
  3. Our Story
Lesson One
Welcome to Social Security 
  1. The History of Social Security
  2. Social Security, Then and Now
  3. The Statistical Importance of Social Security
  4. Withdrawing Social Security Benefits
Lesson Two
Social Security Fundamentals
  1. Six Types of Benefits
  2. Social Security Number and Card\
  3. Receiving Benefits
  4. Eligibility and Credits
  5. Funding
  6. Full Retirement Age
  7. Average Indexed Monthly Earnings
Lesson Three
Claiming Fundamentals
  1. Introduction
  2. Deemed Filing
  3. Cost of Living Adjustment
  4. Annual Earnings Test
  5. Claiming Benefits
  6. Voluntary Suspension and Retroactive Benefits
Lesson Four
Claiming Strategies
  1. Introduction
  2. Individual Claiming Strategies
  3. Spousal Claiming Strategies
  4. Ex-Spousal Claiming Strategies
  5. Survivor Claiming Strategies
  6. Ex-Spousal Survivor Claiming Strategies
  7. Children’s Claiming Strategies
  8. Parents’ Claiming Strategies
  9. Lump Sum Death Benefit
Lesson Five
Advanced Applications
  1. Introduction
  2. Family Maximum
  3. WEP/GPO
  4. Taxation of Benefits
  5. Overpayments
  6. Supplemental Security Income
  7. Social Security Disability Insurance
Lesson Six
Medicare Fundamentals
  1. Medicare Overview
  2. Parts A, B, D
  3. Enrollment Basics: IEP, SEP, GEP, and Penalties
  4. Part A Coverage & Costs
  5. Part B Coverage & Costs
  6. Medicare Part D
  7. Medicare Advantage and Medigap
  8. Cost Projections
Conclusion
  1. Solvency of Social Security
  2. Certification Logistics
  3. Continuing Education Reporting
  4. Marketing & Member Resources

IRMAACP™ / Medicare Course Outline 

 
Introduction
  1. Disclosure
  2. Mission Statement, Objectives, and Expectations
  3. Our Story
Lesson One
Welcome to IRMAA 
  1. Enrollment
  2. Rule One: Medicare Is Mandatory For Social Security
  3. Rule Two: Medicare Premiums Are Income-Based
  4. Rule Three: Almost Everything Counts Toward MAGI
  5. Rule Four: IRMAA Reduces SS Benefits Automatically
  6. Rule Five: Social Security Benefits Are Taxable
  7. Putting It All Together: Income Shocks and Filing Status
  8. Final Framing: Why These Five Rules Matter
Lesson Two
Medicare Fundamentals
  1. Medicare Overview: Parts A, B, D
  2. Enrollment Basics: IEP, SEP, GEP, and Penalties
  3. Part A Coverage & Costs
  4. Part B Coverage & Costs
  5. Medicare Part D
  6. Medicare Advantage and Medigap
  7. Cost Projections
Lesson Three
Understanding IRMAA
  1. Introduction
  2. What is IRMAA?
  3. The History of IRMAA
  4. Who is Affected by IRMAA?
  5. IRMAA Income
  6. Intro to IRMAA Thresholds
Lesson Four
Determination and Calculation
  1. Introduction
  2. IRMAA and Tax Filings
  3. IRMAA Threshold Tables
  4. IRMAA Initiation
  5. RMDs
  6. Case Studies
Lesson Five
Notifications, Payments, and Appeals
  1. Notifications
  2. How IRMAA Is Collected
  3. Missed Payments and Coverage Risk
  4. Equitable Relief: A Lifeline for the Unprepared
  5. Appealing IRMAA: Reconsideration 
  6. Appealing IRMAA: Life-Changing Events
Lesson Six
Advanced Applications
  1. Retirement Vehicles
  2. Planning Strategies
  3. Withdrawal Sequencing
  4. Asset Positioning
  5. Capital Gains
  6. Charitable Giving
  7. Projected Medicare and IRMAA Costs
Conclusion
  1. IRMAA’s Future Policy Direction
  2. Social Security Primer
  3. Certification Logistics
  4. Continuing Education Reporting
  5. Marketing & Member Resources

How Our Self-Paced Training Works

Dynamic Lessons

Our lessons are led by our experienced instructors and feature graphics and visuals to help communicate the concepts. Each segment under a lesson is its own video, which makes it easy to learn on your schedule.

Lesson Quizzes 

At the end of each lesson you will complete a short quiz to show that you successfully completed the lesson and understand the material. The quizzes also act as proof of completion for continuing education credits.

Course Guide

As soon as you purchase your online training we will send you an email with your printable course companion, featuring the charts and numbers in the course and allows you to easily follow along & prep for your exam.

Final Exam

Once you have completed the course you will have access to a sample, 10 question exam prep. Then, when you are ready, you will take the 100 question final exam. A 70% or better is required to earn your certification.

Bundle and save. Earn your NSSA® and IRMAACP™ at the same time

Purchase two day webinar for $1,495 and get your second for just $500.

VIEW OFFER

What People Are Saying

Listen to what some of our past attendees have to say about our program!

“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!” 

David S.

CFP

“We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of clients”

Brad W.

CFP

“Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support. Very pleased!”

Rayyan A.

CFP