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.
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:
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