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Social Security Disability: Procedure and Pitfalls from an Attorney’s Perspective — What Advisors Need to Know

April 25 @ 12:30 pm - 2:00 pm

Enjoy a catered lunch and networking beginning at 12:30 p.m. The Forum will begin promptly at 1:00 p.m. and end at 2:00 p.m.

Everyone thinks they know about disability, but do they really? This presentation will provide an overview of the Social Security disability eligibility rules and process, how to help and assist clients through the process, along with practical examples and stories from the trenches of a Social Security disability attorney.

Topics for discussion include:
• The difference between SSI and SSDI
• Medical qualifications for disability and Social Security’s “Sequential Evaluation”
• How to prove disability and common misconceptions
• Ancillary Social Security benefits
• How to help and assist clients through the process
• Practical examples and demonstrations

Presenting will be Ms. Meghan E. McCulloch, Esq., an attorney with Elville and Associates who handles claims for Social Security disability benefits, Supplemental Security Income (SSI), childhood SSI benefits, and disabled widow(er) benefits at every level of appeal, from the initial application up to and including representation before the U.S. District Court of Maryland. She has a wealth of experience in addressing the unique needs of individuals and families as they navigate through the disability process.
A graduate of the University of Baltimore School of Law, Meghan has been named to the Maryland Rising Stars List by Super Lawyers for the past three years. She is also an Executive Board Member for the Maryland Association for Justice’s Disability Section and a volunteer attorney for the Maryland Volunteer Lawyers Service.

**To RSVP, please email Jeff Stauffer, Elville and Associates’ Community Relations Director, at jeff@elvilleassociates.com, or call 443-676-9691..

As a sponsor of the Certified Financial Planners Board, Elville and Associates is pleased to offer 1.00 CE credit hour to Certified Financial Planners and CPAs for attending this program. Should you wish to earn continuing education hours for this program, you may provide Jeffrey Stauffer, Community Relations Director, your name and ID number at the event.

Details

Date:
April 25
Time:
12:30 pm - 2:00 pm
Event Categories:
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Venue

Historic Oakland Manor
5430 Vantage Point Road
Columbia, MD 21044 United States
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Phone:
(410) 730-4801
Website:
http://www.historic-oakland.com