Social Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.
What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice.
BENEFITS
Earn 3 CPE credits in Tax.
HIGHLIGHTS
Social Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC
Topics to be covered on this webinar include:
- Strategies to maximize Social Security benefits
- Review of spousal, survivor and children’s benefits
- How to collect benefits off of an ex-spouse
- Strategies available for business owners to maximize benefits
- How to minimize the taxation of Social Security benefits
- The best time to file for Social Security
Asset Protection Using Life Insurance
Kevin Zebrowski, JD - Intervest International
This webinar will discuss:
- Permanent Insurance vs. Term Insurance
- Life Insurance with Living Benefits
- Tax Planning with Life Insurance
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
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.