Registration Fee: 

Non-Members - $40  (Call 317-844-6268 for payment by card or check prior to Zoom Webinar)



Call 317-844-6268 for registration questions.

April 21, 2022

(All times are EDT)

  8:50 am:  Sign-in to Zoom and Join Meeting

  9:00 am - 11:00 am:  Presentation




"Social Security Update 2022 and Case Studies"

Charo Boyd
Public Affairs Specialist, Social Security Administration

  • 2 hours Indiana Insurance CE approved

  • 2 hours CFP CE approved

  • 2 hours CLE CE approved

Case Studies:


Do you have a difficult question with a client regarding Social Security?  Charo has offered to help us by taking your questions prior to the meeting and incorporating them into the case studies.  If you need help, here's your chance to tap into one of the best in the field.  Charo will review the questions and do any necessary research before the class.  Therefore, questions need to be emailed to Sandy Gray no later than 4:00 pm Friday, April 15.

Charo Boyd is the Social Security Administration’s (SSA) Public Affairs Specialist for Central and Southern Indiana.


She is responsible for informing the public about SSA programs and benefits.  She is often the guest speaker for retirement and disability seminars.  She has also trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various SSA topics.


Boyd has been employed with SSA since 2002.  She began her career as a claims representative in the Downtown Indianapolis SSA office.  She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits). 


Boyd has a B.S. in Psychology (Magna Cum Laude) and a M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.


Boyd received SSA’s Regional Communicator Award in 2010 and 2018.  She also received Deputy Commissioner’s Citations in 2010, 2015, and 2018 from SSA’s Office of Communications.


Charo will explain entitlement factors for retirement, spouse, survivors, and disability benefits.  She will explain how age and wages affects benefits.  She will also provide a Medicare overview with an emphasis on enrollment periods and update regarding higher premiums for individuals with higher incomes.  She will demonstrate online tools including mysocialsecurity, applications, benefit calculators, and the earning test calculator.  A special emphasis will be given to applying these factors via case study reviews.

Learning Objectives: 

  1. How a person becomes insured for benefits; How a person’s age when they start receiving benefits permanently affects their benefit amount; How wages affect a person’s benefit amount.

  2. How a spouse, divorced spouse, and/or child is entitled to benefits and how much he/she is entitled to; How age and wages affect these benefits.

  3. How a surviving spouse, divorced spouse, and/or child is entitled to benefits and how much he/she is entitled to; How age and wages affect these benefits.

  4. Benefit amount computation; taxation of Social Security benefits; and Social Security Solvency Challenge.

  5. The basic parts of Medicare (A, B, C, and D); Medicare enrollment periods; and how to contact Medicare.  Update regarding how beneficiaries with higher income may pay a higher premium for Medicare.

Charo Boyd 2021.jpg

Questions?  Call us at 317-844-6268.