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Tuesday, December 13, 2016 LiveHudson Chapter

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income (E1612769)

6:30 PM - 8:30 PM EST

Registration: 6:00 PM EST

Meson Espanol

5700 John F. Kennedy Blvd. (57th Street & Kennedy Blvd.)
West New York , NJ 07093

2 CPE Credits in SK

OVERVIEW

The Social Security system is overwhelming and there are plenty of new rules. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and about the lessor known benefits for widows. Learn when it makes sense to delay benefits – and when it does not. Finally, understand the taxation of benefits and how much you can expect to receive if you collect early.

BENEFITS

Earn 2 CPE credits in specialized knowledge.

HIGHLIGHTS

Get the answers to your questions
  • What changed recently?
  • How much can I expect to receive?
  • Should I take Social Security early or wait until my full retirement age?

Learn to identify the best available Social Security benefits

  • New rules around spousal benefits
  • Survivor benefits
  • New rules around divorced spouse benefits
  • When it makes sense to delay - and when it does not

Learn how to create collection strategies which optimize lifetime benefits including:

  • Coordinating benefits with your spouse

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $15 - late fee after 12/11- Season Pass holders must register for each event.

INSTRUCTOR

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP

Financial Advisor

Morgan Stanley

Eleanor Galt-Lin, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and a Senior Vice President in the financial industry in New Jersey. She serves individuals and small business owners, often working closely with the CPAs and lawyers. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits and Medicare. With 10,000 baby boomers turning 65 every day during the next two decades, Eleanor believes it’s crucial for clients to understand their Social Security benefits.[1] She is a frequent speaker on Social Security and Medicare to various groups, including professionals such as CPAs and lawyers.   Eleanor graduated from Rutgers University with a BA in Economics, and attained her CFP® designation in February 2012. A native of New Jersey, Eleanor loves to golf and scuba dive in her spare time.  

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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