Benefits Training
and Consulting

 
Benefits Training
and Consulting

PO Box 1483
Chadds Ford, PA 19317
Tel: 610-696-1551
Fax: 610-388-2379
Email: wallinginc@aol.com
  
Oak Creek Canyon, Page, AZ
Internet-Based Training

Internet-Based Training Now you have access to training 24/7

Knowledge is power. The power to replace myths with facts. The power to make the right choice and improve a person's quality of life. The power to help someone overcome fear. Knowledge also provides a person with confidence to make the most appropriate decisions. I have assembled a series of training sessions to provide you with this knowledge. They are the product of 17 years of experience in presenting this information to a vast array of audiences throughout the country.

The training sessions are all internet-based and require your system to have audio output. You are able to print a handout, to follow the presentation and to take notes. Each training session is about 60 minutes in length.

You can select and view a training session at any time, seven days a week, any time of the day (24/7).

TIP: If you are a freshman to understanding benefit programs, you should start with Training Session 1.

How to view a training session.

Here are the steps to viewing a training session.

  1. Select the training session you want to view and pay the fee for the session, using PayPal secure payment method.
  2. Complete the registration.
  3. Make payment for the session by Major Credit Card or PayPal Account. (You do not need to have a PayPal account to pay with a major credit card.)
  4. Print the session handout, write down the password and click the URL for the session, you will be routed to the host site.
  5. Enter your name, email address and password and begin the training session.
  6. After the session you can email your questions regarding the material presented and receive the information you need to complete you understanding of the topic. You can also request a Certificate of Completion.

Please Note: the Password is time sensitive. Do not proceed until you are ready to view the session.

Training Sessions Available
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#100 Benefits and Employment in 2016 (Entire Set of 5 Sessions)

Training Session 100
 
Length: 316 minutes
All-in-one registration for the complete "Benefits and Employment in 2015" webinar at a reduced registration fee. A combination of sessions #101, #102, #103, #104, and #105 (described below). When registration is completed, an email will be sent to you (within 24 hours) providing directions to access sessions Each session can be attended when you chose. Send request for access information one day prior to attending. You will receive the URL for the session, the password, and the handout (as an attached file).
Registration Fee: $50.00
#101 The Basics of the Social Security Programs
Who gets what and why they got it.
Training Session 101
 
Length: 58 minutes
Session 101 starts from the beginning and provides the foundation to understanding the benefit programs. It explains: 1) what Social Security means by "disability"; 2) who can receive a benefit; 3) what is the difference between the two benefit programs Social Security administers; 4) how Social Security determines which benefit a person receives; 5) why some people receive more than one benefit; and 6) why some people change benefit programs.
Registration Fee: $12.00
#102 How Wage Affects Title II Benefits and Medicare

Training Session 102
 
Length: 75 minutes
This session focuses on who can receive title II benefits(SSDI, RSDI, CDB, and DWB) and why they are entitled to the benefit. It answers the question "How much can I earn and what will happen to my benefit?" The session explains the title II process: 1) beginning with the Trial Work Period; 2) continuing through the Extended Period of Eligibility and the Reentitlement Period; 3) when the SGA Cessation month occurs; 4) the Benefit Termination Month; and 5) the Expedited Re-instatement period. You must understand this process if a title II beneficiary is planning to work or is working.
Registration Fee: $15.00
#103 How Income Affects SSI and Medicaid

Training Session 103
 
Length: 60 minutes
The session describes who may be eligible for SSI, what is takes to initially qualify and then continue to remain eligible for the benefit. This session answers the question "How much can I earn and keep my Medicaid." During the session, the following is explained: 1) how Social Security determines the SSI cash benefit; 2) the Section 1619(a) Special Payment provision; 3) the Break Even Point; 4) qualifications for Section 1619(b) status to protect Medicaid eligibility when the SSI cash benefit stops; 5) the threshold level of income to maintain eligibility for SSI; and 6) the Expedited Re-instatement period. You must understand this process if a SSI recipient is planning to work or is working.
Registration Fee: $15.00
#104 The Work Incentives Available in the Title II Program

Training Session 104
 
Length: 55 minutes
The session describes the two work incentives available to Title II beneficiaries to reduce the amount of wage Social Security counts. The session explains WHEN to use Impairment-related Work Expenses and WHEN to claim Subsidy / Special Work Conditions. Further, the session explains HOW to claim these work incentives to prevent Social Security from finding the beneficiary is in benefit overpayment. Most Title II beneficiaries do not need to limit their wage to maintain their cash benefit and Medicare, if these work incentives are properly used. They can reduce or eliminate a current overpayment.
Registration Fee: $12.00
#105 The Work Incentives Available in the SSI Program

Training Session 105
 
Length: 78 minutes
The session describes the four work incentives available to SSI recipients to reduce the amount of income Social Security counts. The work incentive include: 1) Student Earned Income Exclusion; 2)Impairment-related Work Expense; 3) Plan for Achieving Self-support; and 4) Blind Work Expense. The session explains WHEN to use these work incentives and HOW to claim the expense(s). Most SSI recipients can use these work incentives to achieve their employment goal and maintain eligibility for Medicaid, while reducing how much income Social Security counts.
Registration Fee: $15.00
#400 Social Security Programs Available to Students Under 22 (Entire Set of 4 Sessions)

Training Session 400
 
Length: 272 minutes
All-in-one registration for the "Social Security Benefit Programs for Students Under 22" webinar at a reduced registration fee. A complete set of sessions #401, #402, #403, and #404 (see session descriptions below).
Registration Fee: $40.00
#401 The Basics of the Social Security Programs

Training Session 401
 
Length: 58 minutes
Session #401 starts from the beginning and provides the foundation to understanding the benefit programs available to students under 22. It explains: 1) what Social Security means by "disability" (there are two definitions of disability); 2) what is the difference between the two benefit programs Social Security administers; 3) how Social Security determines which benefit an applicant may receive; 4) why some beneficiaries receive more than one benefit; 5) why some beneficiaries convert to another benefit program; and 6) the relationship between Social Security programs and Medicare and/or Medicaid
Registration Fee: $12.00
#402 The SSI Program - Part I - Children Under 18

Training Session 402
 
Length: 59 minutes
Session #402 focuses on a child’s eligibility for Supplemental Security Income (SSI) and Medicaid and the child’s continuing eligibility for SSI. It unlocks the mystery of how parent(s) income is allocated to a child (known as “deeming of income”) and when deeming does not apply. The session explains: 1) the eligibility requirements for a child; 2) requirements to continue eligibility for SSI up to 18 years of age; 3) deeming of parent(s)income to the eligible child (the process); 4) how the amount deemed is calculated; 5) the application of the Student Earned Income Exclusion to any student under 22; and 6) the “Age 18 Re-determination” to qualify for SSI as an adult.
Registration Fee: $12.00
#403 The SSI Program - Part II - Young Adults Under 22

Training Session 403
 
Length: 74 minutes
Session #403 describes how a young adult may be eligible for SSI, what is takes to initially qualify and continue to remain eligible for the benefit. It explains why some young adults receive less than the full amount of federal SSI (currently $733) because of “In-kind Support and Maintenance” (ISM) and how this can resolved. This session answers the question "How much can I earn and keep my Medicaid?" It explains: 1) How Social Security determines the SSI payment amount; 2) In-Kind Support and Maintenance; 3) qualifications for Section 1619(b) status to protect Medicaid eligibility when the SSI monthly payment stops; 4) the threshold level of income to maintain eligibility for SSI and Medicaid; and 6) the Expedited Re-instatement period. You must understand this process to avoid overpayments if a SSI recipient is planning to work or is working.
Registration Fee: $12.00
#404 Title II Benefits Available to a Child and a Young Adult (RSDI, CDB, & SSDI)

Training Session 404
 
Length: 81 minutes
Session #404 focuses on the benefits programs available to students based on a parent’s work record or their own work record. It explains: 1) Retirement, Disability and Survivors Insurance benefits (RSDI) available to children based an insured parent’s work record; 2) “Child In Care” benefits available to a parent; 3) Childhood Disability Benefit available to a disabled young adult based on the insured parent’s work record; and 4) Social Security Disability Insurance (SSDI) available to a young adult who works and has FICA deducted from their salary.
Registration Fee: $12.00

 

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