WCNJ Event: What you need to know about recent changes in Social Security

Presented by: Ash Ahluwalia, Founder & President of National Social Security Partners, LLC
Wednesday, March 23, 2016 – 6:00 pm
Offices of EisnerAmper, Iselin, NJ

One of the most important and popular "sub-specialties" in financial planning is "Retirement Income Planning". As baby boomers and others approach retirement many are fearful of that nagging question, "do I have enough savings to ensure that I do not outlive my money in retirement?". Unfortunately, many financial planners are ill prepared to do a comprehensive retirement income plan for their clients because they lack in-depth knowledge of the 2,700 rules which govern Social Security and the many filing strategies available to maximize benefits.

For most retirees, Social Security will typically make up 30-60% of their income in retirement. Therefore, it is critical that individuals learn enough about their options on the optimal filing strategy to maximize the value of their Social Security benefits as part of their overall retirement income plan. And when it comes to retirement income planning strategies, American's are not as knowledgeable as they need to be. 

Our speaker, Ash Ahluwalia (WG 87) is a Certified specialist in Social Security Claiming Strategies and will address the impact of recently enacted changes in Social Security on strategies for optimizing Social Security benefits at this WCNJ event. Individuals, accountants and attorneys will benefit from attending.

 
SPEAKER BIOGRAPHY: 
 
Ash Ahluwalia (WG 87) has built a significant practice advising clients on how to maximize their eligible Social Security retirement benefits. He is one of only a few advisors in the nation who has obtained both the Certified in Social Security Claiming Strategies (CSSCS) designation and the National Social Security Advisor (NSSA) designation.
 
As one of the nation’s foremost experts on Social Security Mr. Ahluwalia provides continuing education training programs specifically tailored to legal and accounting professionals. He has also spoken on both radio and TV (e.g., CNBC).
 
Mr. Ahluwalia has worked in the financial services business for over 25 years, focusing on financial and retirement planning for individuals and business owners. 
 
After graduating from the University of Toronto with a Bachelor of Commerce degree, Mr.  Ahluwalia obtained his Chartered Accounting degree (a Canadian CPA).  He then went on to obtain an MBA from Wharton. 
 
For more information about Mr. Ahluwalia, follow this link: 
 
Agenda
The evening's agenda will include: 
  • 6:00 pm - 7:15 pm Dining & Open Networking 
  • 7:15 pm - 7:30 pm Introductions
  • 7:30 pm - 8:45 pm Presentation and Q&A
  • 8:45 pm - 9:00 pm Dessert and More Open Networking 
 
  
Pricing:
 
Contributing Members and up to 1 guest:$25.00 each
Basic Members:        $50.00 each
Guest: $55.00 each
 
There will be an additional $15 charge for registrations on the day of the event and walk-ins. 
 
Contributing Members (those who have a current paid dues membership in any category) may register themselves and 1 guest, each at the Contributing Member price.  Basic Members are all other Wharton alumni who live and/or work in New Jersey.
 
 
Location and Directions: 
EisnerAmper
Ground Floor Training Room
111 Wood Avenue South 
Iselin, NJ 08830 
Click here for directions

 

Event details
March 23, 2016 at 6pm
Offices of EisnerAmper, Iselin, NJ