Social Security and Retirement Planning (E2001189)

Ash is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of Social Security claiming strategies to maximize retirement income benefits. Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning: National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). Ash was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School. Ash has been published in numerous newspapers and magazines.

Dean Mioli serves as the Director of Investment Planning for Independent Advisor Solutions by SEI. In this role, he is responsible for supporting the delivery of advice-driven asset management solutions for advisors and their clients. This investment support is in the form of custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for advisors, relationship directors and managers. Dean is also a regular tax contributor for SEI's Practically Speaking blog.

Prior to joining SEI, Dean was Client Relationship Manager for CMS Companies, Inc., a private equity/private real estate firm located in Philadelphia. Dean was previously a personal Financial Planning Technical Manager at the American Institute of CPAs and spent several years in the personal financial planning practice and tax technology group with KPMG.

Dean graduated from Ursinus College with a Bachelor of Arts in economics and business administration, with a minor in accounting. He currently holds the FINRA Series 7, 63, and 65 licenses.

In 2004, 2006, 2009 and 2012, Dean served as an Examination Content Specialist for the Certified Financial Planning Board of Standards. He serves on the Arthur Ashe Youth Tennis Center Annual Gala Committee.

Clark is Relationship Manager and Business Consultant for Registered Investment Advisors at SEI. Prior to this role, he served as an Internal Account Executive. his previous experience includes Investment Consultant at Scottrade, Inc.

Clark graduated from Temple University with a B.B.A. in Finance. He is based in Philadelphia.