Annual Dinner Meeting - SOCIAL SECURITY: MAXIMIZING BENEFITS UNDER THE NEW RULES

Date: Wednesday, June 7, 2017
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, White Plains

RESERVATIONS ARE NOW CLOSED

FOR INFORMATION PLEASE CALL DIANE AT 914-664-6193

  1. Log-In using your UserName & Password to avoid receiving “automatic reminders”.
  2. Members who are unable to attend should select the reservation option “Member-Unable to attend”.
  3. Members must register all guests.

TOPIC:

"SOCIAL SECURITY: MAXIMIZING BENEFITS UNDER THE NEW RULES"

Maximizing Social Security benefits is much more complicated than people realize.  There are over 2,700 rules governing Social Security and a typical couple have over 500 possible filing options. Unfortunately, over 90% of filers receive less money than they are entitled to.  By maximizing eligible benefits, a typical middle to upper middle income couple can expect to receive well over $1 million in lifetime benefits.  Today, Social Security is typically the only guaranteed pension plan that retirees have so learning how to maximize their eligible benefits is more important than ever.


SPEAKER:

 

ASH AHLUWALIA, MBA, NSSA, CSSCS, CFP
National Social Security Partners, LLC
Bridgewater, New Jersey
“2016 National Social Security Advisor of the Year”

 

Ash is the founder and President of National Social Security Partners, LLC, (“NSSP”), the nation’s leading social security planning firm.  NSSP works in collaboration with other professionals such as financial advisors, CPAs, and attorneys to help clients navigate the complexities of social security and maximize benefits.  

Ash received the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He 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.

Ash is one of the nation’s foremost experts on social security and is a highly sought after speaker at conferences and industry events.  He also provides CPE and CLE credit for his training programs specifically tailored to legal and accounting professionals.

Ash 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, Ash obtained his Chartered Accounting degree (a Canadian CPA).  He then went on to obtain an MBA from Wharton Business School.  Ash has also obtained his Certified Financial Planner (CFP) designation.

Ash grew up in Toronto, Canada and has lived in Madison, New Jersey for the past 25 years. He is married and has three grown children.  He enjoys ice hockey, golf, tennis and traveling.

Please visit Ash's website at www.nsspartners.com or contact him at (973) 202-1212.


PLATINUM SPONSOR

 

GOLD SPONSOR


CONTINUING EDUCATION:
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.
(1) CE credit for Certified Financial Planners.

DINNER ENTRÉE CHOICES:
Grilled Salmon, Tomatoes, Lemon and Capers
Sliced Flank Steak, Sambal Slaw with Mojito Sauce

COST:  (Includes parking)
Members - no charge.
$ 75.00:  Guest reservation (check mailed or paid by credit card)
$ 85.00:  Guest fee at door (check or cash only)

RESERVATION POLICY:  In order to be able to give the Crowne Plaza a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that;

  • all attendees register for all meetings no later than the RSVP date and,
  • If necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

CREDIT CARD PAYMENTS ACCEPTED:
Guest fees reserved on line through the website may be paid by credit card.
Guest fee at the door must be paid by cash or check only.

CHECK PAYMENTS:  Checks should be made payable to the Estate Planning Council of Westchester County, Inc.

DO NOT MAIL CHECKS TO ADDRESS ON YOUR RECEIPT.
Mail check along with a copy of your on-line receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Lauren J. McCallion, ESQ

Law Offices of Susan Taxin Baer
500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528

Related Document(s):

See Upcoming Event Calendar