In this meeting, hear information on advancd strategies for maximizing your clients' Social Security income, as well as the top five mistakes people make on Medicare.
BENEFITS
Earn 2 CPE credits in CS and 2 in TX.
HIGHLIGHTS
The Top Five Mistakes People Make on Medicare
Justin Lubenow - Senior Advisors
This presentation will shine a light on the complicated landscape of Medicare choices. Then, learn how to maximize your clients' coverage, including information on Medigap coverage, Part D and other resources.
Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC
This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals.
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 9/18. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.