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Wednesday, October 27, 2021 Webcast Replay

Social Security Update/Asset Protection Using Life Insurance (E2110274)

12:00 PM - 3:00 PM EDT
Replay

ON24

3 CPE Credits in TX
New Topic

OVERVIEW

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.

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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

COURSE LEVEL

Intermediate

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.

INSTRUCTORS

Ash Ahluwalia

Ash Ahluwalia, M.B.A., NSSA, CFP

Managing Partner

OneTeam Financial LLC

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.

Kevin Zebrowski

Kevin P. Zebrowski, J.D.

Financial Advisor

Intervest International

Kevin has been helping his clients protect and achieve their financial goals for ten years. With his legal background, Kevin has focused on Estate Planning while providing solutions for both retirement and life long needs.

Graduating from Clemson University in South Carolina, Kevin went on to receive his Juris Doctorate from the Pace University of Law in White Plains, New York.

Kevin’s drive and passion to help his clients reach their financial goals has created working relationships that have blossomed into lifelong partnerships and friendships.

“By planning to achieve my clients dreams and goals I am able to protect their family and legacy, which is always my number one priority.”

Kevin currently resides in West Nyack, NY. He is a licensed Financial Advisor in NY, NJ, PA, VA, NC, NV and FL.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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