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.
- 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