Say It Better: Coaching Claimants Without Putting Words in Their Mouth – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Freddrick Effinger
Freddrick Effinger | Effinger Law

Freddie Effinger, the principle attorney at Effinger Law and Subject Matter Advisor for LexMed.ai, is an experienced advocate in Social Security Disability law, with more than 15 years of expertise in guiding clients through the disability claims process.

Live Video-Broadcast: October 13, 2026

1 hour CLE

Tuition: $395.00
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Program Summary

 

The Hearing Is Won in the Preparation — If the Preparation Is Honest

The work that happens before the hearing is often overlooked — and it can make or break a case. This session walks through that work end to end: gathering complete medical records, identifying and addressing "hot button" issues such as treatment gaps, DAA, and amended onset dates, and ensuring the file reflects accurate and consistent information.

Then comes the harder part: preparing the claimant without scripting them. Sensitive topics have to be discussed. Overexaggeration and underselling both damage a case — the goal is a story told with clarity, confidence, and dignity. Structured pre-hearing calls reinforce key themes; meaningful mock hearings, including recorded questions simulating real hearing conditions, make the preparation stick.

You leave with a repeatable framework: clients better prepared, surprises at hearing reduced, and overall case outcomes improved.

 

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Fall National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Tuesday, October 13, 2026.

Key topics to be discussed:

  • Building an Accurate File
    Gathering complete medical records and ensuring the file reflects accurate and consistent information.
  • Defusing Hot Button Issues
    Identifying and addressing treatment gaps, DAA, and amended onset dates before they surface at hearing.
  • Coaching Without Scripting
    Discussing sensitive topics and guiding clients away from overexaggeration or underselling — without putting words in their mouth.
  • Clarity, Confidence, Dignity
    Helping claimants present their story on their own terms.
  • Calls and Mock Hearings
    Structuring pre-hearing calls, reinforcing key themes, and conducting meaningful mock hearings with recorded questions simulating real conditions.
  • A Repeatable Framework
    A preparation system that reduces surprises at hearing and improves overall case outcomes.

This course is co-sponsored with myLawCLE.

Date / Time: October 13, 2026

  • 5:00 pm – 6:00 pm Eastern
  • 4:00 pm – 5:00 pm Central
  • 3:00 pm – 4:00 pm Mountain
  • 2:00 pm – 3:00 pm Pacific

Closed-captioning available

Speakers

Freddrick Effinger, Principal Attorney | Effinger Law

Freddie Effinger, the principle attorney at Effinger Law and Subject Matter Advisor for LexMed.ai, is an experienced advocate in Social Security Disability law, with more than 15 years of expertise in guiding clients through the disability claims process.

  • Education & Credentials

He earned his J.D. from the University of Alabama School of Law in 2008 and a B.A. from Oberlin College in 2005. He was admitted to the Alabama bar and the U.S. District Court for the Northern District of Alabama in 2009, and has been a registered mediator with the Alabama Center for Dispute Resolution since 2019.

  • Recognition & Leadership

He has served as chair of the Disability Section of the Alabama State Bar.

  • Professional Involvement

Now, in addition to being a full-time representative for clients, he also teaches Disability Benefits Law at the University of Alabama and Cumberland School of Law and frequently speaks at legal conferences.

  • Experience

His career includes diverse legal roles, but he has focused primarily on Social Security Disability since starting at the SSA’s Office of Hearings Operations in 2010 where he worked as an attorney advisor for nine years before representing clients directly. Outside of work, Freddie enjoys spending time with two boys, his fiancee’, his many animal children – including his two dogs, 4 chickens, and two pygmy goats – and pursuing hobbies like writing, karaoke, and “vibe coding”.

Agenda

SESSION 1 – Say It Better: Coaching Claimants Without Putting Words in Their Mouth | 5:00pm – 6:00pm

This session focuses on the often-overlooked work that happens before the hearing—the preparation that can make or break a case. We will walk through practical strategies for gathering complete medical records, identifying and addressing “hot button” issues such as treatment gaps, DAA, and amended onset dates, and ensuring the file reflects accurate and consistent information.

The session also dives into effective claimant preparation: how to discuss sensitive topics, guide clients away from overexaggeration or underselling, and help them present their story with clarity, confidence, and dignity. Attendees will learn how to structure pre-hearing calls, reinforce key themes, and conduct meaningful mock hearings, including the use of recorded questions to simulate real hearing conditions.

Attendees will leave with a repeatable framework to better prepare their clients, reduce surprises at hearing, and improve overall case outcomes.

Credits

Alaska

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 Ethics

Arkansas

Approved for CLE Credits
1 Ethics

Arizona

Approved for CLE Credits
1 Professional Responsibility/Ethics

California

Approved for CLE Credits
1 Ethics

Colorado

Pending CLE Approval
1 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 Enhanced Ethics

Florida

Pending CLE Approval
1 Ethics Hours

Georgia

Pending CLE Approval
1 Ethics

Hawaii

Approved for CLE Credits
1 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
1 Ethics

Idaho

Pending CLE Approval
1 Ethics / Professionalism

Illinois

Pending CLE Approval
1 Ethics, Civility, Professionalism

Indiana

Pending CLE Approval
1 Ethics

Kansas

Pending CLE Approval
1 Ethics / Professionalism

Kentucky

Pending CLE Approval
1 Ethics

Louisiana

Pending CLE Approval
1 Ethics

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 Ethics / Professionalism

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Pending CLE Approval
1 Ethics

Missouri

Approved for CLE Credits
1.2 Ethics

Mississippi

Pending CLE Approval
1 Ethics

Montana

Pending CLE Approval
1 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1 Ethics

North Dakota

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 Ethics / Professionalism minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1 Ethics / Professionalism

Nevada

Pending CLE Approval
1 Ethics / Professionalism

New York

Approved for CLE Credits
1 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1 Professional Conduct

Oklahoma

Pending CLE Approval
1 Ethics / Professionalism

Oregon

Pending CLE Approval
1 Ethics

Pennsylvania

Approved for CLE Credits
1 Ethics / Professionalism

Rhode Island

Pending CLE Approval
1 Ethics / Professionalism

South Carolina

Pending CLE Approval
1 Ethics / Professionalism

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Pending CLE Approval
1 Dual

Texas

Approved for CLE Credits
1 Ethics / Professionalism

Utah

Pending CLE Approval
1 Ethics / Professionalism

Virginia

Not Eligible
1 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1 Ethics

Washington

Approved via Attorney Submission
1 Ethics Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
1 Ethics

West Virginia

Pending CLE Approval
1.2 Ethics / Professionalism

Wyoming

Pending CLE Approval
1 Ethics / Professionalism

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