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Tuesday, September 8, 2015 LivePassaic County Chapter

Social Security/Networking and Building Better Relationships (E1509519)

8:30 AM - 12:30 PM EDT

Registration: 8:00 AM EDT

Brownstone House

351 W. Broadway
Paterson , NJ 07522

2 CPE Credits in TX
2 CPE Credits in PD

OVERVIEW

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

BENEFITS

Earn 4 CPE credits (2 in Taxation and 2 in Personal Development)

HIGHLIGHTS

Savvy Social Security Planning: What Baby Boomers Need to Know
Eleanor Galt-Lin - Morgan Stanley
The Social Security system is overwhelming. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and about the lessor known benefits for widows and divorced individuals. Learn when it makes sense to delay benefits – and when it does not. Finally, examine various collection scenarios and their effect on retirement income.

Networking and Building Better Relationships
Heather Sperduto - ADP

  • Presentation: Public Speaking Skills + Effective Networking = Serendipity
  • Speed Networking - designed to accelerate business contacts, will consist of round-robin style networking between 2-3 people for timed increments.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee applied after 9/6. Season Pass holders must register for each event.

INSTRUCTORS

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP

Financial Advisor

Morgan Stanley

Eleanor Galt-Lin, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and a Senior Vice President in the financial industry in New Jersey. She serves individuals and small business owners, often working closely with the CPAs and lawyers. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits and Medicare. With 10,000 baby boomers turning 65 every day during the next two decades, Eleanor believes it’s crucial for clients to understand their Social Security benefits.[1] She is a frequent speaker on Social Security and Medicare to various groups, including professionals such as CPAs and lawyers.   Eleanor graduated from Rutgers University with a BA in Economics, and attained her CFP® designation in February 2012. A native of New Jersey, Eleanor loves to golf and scuba dive in her spare time.  

Heather Sperduto

Heather Sperduto

VP Sales Operations-Accountant Channel

ADP

Heather is vice president of Sales Operations for the ADP Accountant Channel. With a career spanning two decades, Heather steadily progressed through the global human resources and payroll company, moving from district sales manager and corporate sales trainer to her current position. Throughout her career with ADP, she has leveraged her expertise in roles that take advantage of her competencies in sales, human resources, benefits administration, talent management and talent acquisition. This encompasses internal associate and leader engagement to drive results, as well as well as a high level of interaction with the accountant community. Heather is sought after nationwide to lead speaking engagements such as interactive workshops to foster attendees’ personal and professional development. She has coached thousands of professionals on improving selling and overall communications skills. She is also a board member of the Hope for Children Foundation.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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