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Mastering Social Security, ERISA, & Disability Law 24/7 On-demand Recording & Complimentary Podcast

SKU: 419509 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering Social Security, ERISA, & Disability Law with this convenient, 24/7 On-demand Downloadable Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, receive access to nearly 200 pages of course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ANY TYPE OF COMPUTER OR IPOD. You may listen to the seminar at any point over the next 3 years.

Mastering Social Security, ERISA, & Disability Law
90-Minute On-demand Downloadable Seminar & Complimentary Podcast
Listen as many times as you wish and save to your computer for use in the future
Includes Access to Course/Reference Material & Complimentary Podcast

Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.


Representing clients seeking claims under social security, ERISA, and disability laws has recently become one of the most popular and steady practice areas across the country. Social security and ERISA programs are a significant source of cash and health benefits for individuals with disabilities. However, the procedures and formalities of a large federal agency can be intimidating for an unrepresented claimant. From the underlying substantive law to practical aspects of social security, ERISA, and disability law, this seminar will cover benefits, appeals, grievances, details of ERISA, worker’s compensation, social security settlements, and inherent delays. In addition, our nationally recognized faculty will discuss crafting a prima facie case of disability under the Social Security Act: what must be shown, ideal evidence to show it, and how both the lawyer and client can generate the best possible proof. Register today for this convenient telephonic seminar. Registration includes course and reference materials that serve as a helpful guide to the best practices and techniques discussed in this seminar.


1. Grievance and Appeals for Benefits under Private Group Disability Plans Governed by ERISA:

a. Best Practices on Requesting the Claim File

b. Effectively Analyzing The Disability Plan Documents

c. Strategies on Reviewing The Claim File

d. Gathering & Locating Evidence

e. Insight on Preparing A Thorough Request for Review of the Denied Claim

2. Why Attorneys Should Care About ERISA and Clients' Retirement Plans

a. Understanding ERISA & Retirement Plans

b. Effectively Utilizing ERISA as Tax Savings Vehicle

c. Mastering The Pitfalls of Fiduciary Responsibility

d. Reducing The Costs to A Plan's Sponsor

e. Limiting Liability

3. Building A Prima Facie Case Under the Social Security Act:

a. Understanding the Application Process

b. Insight on the Appeals Process

c. Strategies on Inherent Delays

d. Building A Prima Facie Case of Disability under the Social Security Act:

- Determining What Needs to be Shown

- Presenting the Ideal Evidence to Advance Your Client’s Case

- Best Practices for the Lawyer & Client to Generate the Best Possible Proof

4. Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Michelle L. Roberts is a founding partner at Springer-Sullivan & Roberts, LLP, where she concentrates her practice on representing disabled individuals and employees. She has extensive experience in litigation, labor & employment law, and with plaintiff-side Employee Retirement Income Security Act (ERISA). Ms. Roberts has served as co-class counsel in numerous cases, including a recent wage and hour class action that settled for $12.8 million. She has also been successful in helping clients obtain short- and long-term disability benefits from insurance companies that had wrongfully denied their claims, including several decisive wins against many of the largest insurance companies in the country. Her publications have appeared in Employee Benefits Law (published by BNA), including chapters on “Benefit Claims and Individual Rights” as well as “Ethics, Privilege, and Related Concerns in the Practice of Benefits Law.” Ms. Roberts also assisted in the preparation of the brief amicus curiae of the National Employment Lawyers Association before the U.S. Supreme Court in LaRue v. DeWolff, Boberg & Associates, Inc., 127 S.Ct. 2971 (U.S. 2007). She is a graduate of the University of California at Berkeley School of Law.

2. Ary Rosenbaum is a leading ERISA attorney, and specialize in representing plan sponsors to reduce their retirement plan costs, facilitate administration, and limit fiduciary liability. His analysis has been quoted by numerous media, including the Wall Street Journal, the Pittsburg Post-Gazette, and the Long Island Business News. He has spoken widely on ERISA and retirement plan costs for numerous unions, clubs, and associations. In addition to holding an LL.M. in taxation from Boston University School of Law, Mr. Rosenbaum practiced for nearly a decade with a third-party retirement plan administration firm, where he learned many of the best practices and nuisances that attorneys in private practice have not yet confronted. He has significant experience with many of the issues and problems that retirement plans go through on a daily basis, including 401(k) fee transparency, limiting a plan’s sponsor cost, and potential liability.

3. R. Scott Wilson is a partner at Eric Buchanan & Associates, PLLC, where he focuses his practice on disability benefits law, including social security benefits claims and ERISA-governed long term disability insurance claims. He has gained extensive experience representing claimants at over 1300 hearings at all levels of the Social Security appeal process. He has written numerous briefs to Social Security's Appeals Council, and been the principal brief-writer on over a hundred Social Security cases appealed into the federal courts, including a recent case before the U.S. Court of the Appeals for the 6th Circuit and other federal actions in which he has successfully challenged denials and terminations of ERISA-governed long term disability insurance benefits. He is certified as a specialist in Social Security Disability Law by his state bar. He regularly represents claimants seeking long term disability insurance benefits, including both pre-litigation appeals to insurers and lawsuits in federal court. Mr. Wilson is chair-elect of the Social Security section of the American Association for Justice (formerly American Trial Lawyers' Association). He is a cum laude graduate of Washington and Lee University Law School, where he was a member of the Law Review.

You will receive dial-in instructions, access to course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDIATION: The Rossdale Group, LLC is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:

1. State Bar of California for 1.5 MCLE credits

2. The Florida Bar for 2.0 CLE credits

3. Georgia Bar for 1.5 CLE credits

4. Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

5. The State of Nebraska for 1.5 CLE credits

6. The Nevada Board of Continuing Legal Education for 1.5 CLE credits

7. The New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

8. The New York State Bar for 1.5 CLE credits

9. The Oregon State Bar for 1.5 CLE credits

10. The State Bar of Texas for 1.5 CLE credits

11. The Utah State Board of Continuing Legal Education for 1.5 MCLE credits

12. The Virginia State Bar for 1.5 MCLE credits

13. The Washington State Board of Continuing Legal Education for 1.5 MCLE credits

14. The Wisconsin Board of Bar Examiners for 1.5 CLE credits

15. The Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462


You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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