Retirement Planning: Pensions and Social Security (E2311899)

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.

Leonard J. Witman, J.D., is senior tax partner at the firm of Witman, Stadtmauer, P.A. located in Florham Park. He is a nationally noted lecturer and author in the tax, estate, elder planning and deferred compensation fields. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Divi¬sion. Mr. Witman is a member of the New York and New Jersey Bars, and a former Chairman of the New Jersey State Bar Association Taxation Committee. He is an arbitrator for the American Arbitration Association, the New Jersey State Chair Elect of the American College of Trust and Estate Counsel, and a member of the Academy of Elder Law Attorneys. Mr. Witman has written extensively for numerous periodicals and is the author of A Retirement Planning Technique Book published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also a member of the Editorial Board of The Practical Accountant and has been quoted in financial columns. He has been listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. Mr. Witman is a graduate of Rutgers College and New York Law School.