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Course Schedule
Classroom Sessions:
Date Venue Fees
23 - 27 Sep 2024 London - UK $5,950
10 - 14 Feb 2025 London - UK $5,950
Course Description


ThisMaximizing Retirement Benefits through Social Security” training course provides in-depth analysis of how social security systems really work. Re-distribution is a worldwide financial tool, providing the basis for all social systems.  Retirement is for everybody.  This training course can also provide answers to social insurance adequacy to offer a promising retirement and how people can max-out the system to achieve optimal results.

Participants learn the principles of planning early for retirement, by counting more on social security, especially for lower income classes. Maxing out pension means getting the most of an individual’s retirement account.  Retirees leave their accumulated contributions partially unexploited, simply due to the lack of the necessary background on how to utilise their Social Security benefits.

Social Security and the respective insurance system are government regulated plans providing financial security in the short-run, and also build the necessary services to improve the financial condition of the society in the long-run. This training course explores the Social Security System and provides valuable information and calculations on how to maximize retirement benefits. For Pensioners, finding a balance between enjoyable retirement and ensured contributions is a must-do strategy to optimize potential. Planning and ongoing Financial Management are key areas for achieving this balance.

This GLOMACS Maximizing Retirement Benefits through Social Security training course will highlight:

  • The usefulness of social security for people and humanity
  • The policy proposals to improve social insurance programs
  • What the varieties and alternatives of social insurance and Savings are
  • The optimal process for achieving maximum results
  • All ways and techniques of keeping an ongoing social security account


By the end of this training course, attendees will handle how Social Security systems work and identify the financial part of retirement needs of people, according to their desired ageing lifestyle. 

By the end of this Maximizing Retirement Benefits through Social Security training course, the participants will be able to:

  • Distinguish among the various types of social security
  • Define concepts and principles of social insurance
  • Identify the retirement needs of the insureds
  • Calculate social security benefits
  • Build on the alternatives and additives of insurance and investment

Training Methodology

This Maximizing Retirement Benefits through Social Security training course uses a combination of lecture and interactive presentation and live discussion, with videos and case studies.  These will be supported with tables and charts used along to consolidate learning with practical exercises and discussion with the seminar instructor.  At the end of each day there will be a summary recap, and every other day there will be a connecting introduction, linking up the topics to formulate a complete module.

Organisational Impact

Upon attending this training course the organization will benefit by:

  • Anticipating and understanding risk across the social security system
  • Integrating the relationship between retirement risks and their impact
  • Advancing the targets of income support to become more efficient
  • Enhancing proposals to strengthen the weak system parts
  • Evaluating the support that other insurance and investment programs do for pensions

Personal Impact

The impact of this Maximizing Retirement Benefits through Social Security training course to the participants are the following:

  • Examine other social security systems
  • Identify social and retirement needs
  • Evaluate the financial conditions of pensions
  • Build diversified retirement plans
  • Advance on pension insurance and investment tactics


Retirement through Social security is a complex financial program and needs specific techniques to be rightfully executed inside the society, therefore this training course is vital to anyone interested in acquiring pension and social security knowledge and skills

This GLOMACS Maximizing Retirement Benefits through Social Security training course is suitable for a wide range of professionals, but will significantly benefit:

  • Social insurance organizations’ employees
  • Public employees dealing with pensions, finance, elderly benefits
  • Employee unions
  • Social and retirement associations
  • Private insurance employees dealing with pensions
  • Investment companies’ employees dealing with pension funds
Course Outline


Social Security in Our Lives

  • Human and respective financial needs
  • Situational analysis of social security
  • How our life moves – financial planning
  • Social policy and quality
  • Social insurance, spousal, survivor, and children's benefits
  • Calculating social security benefits


Social Insurance and Investment Fund Management

  • The future of social security and the economic systems
  • Main objectives of every social insurance program
  • The rules of 72 and 116 in targeting the desired pension
  • Types of investments and funds supporting social insurance
  • Strategic investment management for maximization
  • Principles in the decision-making plans for retirement


Project and Risk Management - Overcoming the Crisis of the Social Insurance Systems

  • Retirement is a project by itself
  • Responsibilities of social security bodies and stakeholders
  • Pension planning, implementation, evaluation
  • Social security risk assessment and management
  • Risk related issues in retirement
  • When to take social security benefits


Types of Pensions – The Three Pillars

  • Social security claiming strategies
  • Traditional pension funds
  • Personal pensions
  • Stakeholder pensions
  • Self-invested personal pensions (SIPPs)
  • Defined contributions’ pension


Retirement Welfare and Insurance Implications

  • Social security claiming strategies
  • Social security changes
  • Sources of income
  • The required capital needs, interest rate, and duration
  • Retirement planning
  • Insurance and retirement products
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
  • Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations

Endorsed Education Provider

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GLOMACS 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:

In Association With

Oxford Management Centre

Oxford Management Centre

A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.

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