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"Social Security and Medicare Strategies for Middle Income Clients: Plan Today"

Presented by The Society of FSP North Jersey Chapter

Thursday, May 25, 2017 from 9:00 AM to 11:00 AM (EDT)

"Social Security and Medicare Strategies for Middle...

Ticket Information

Ticket Type Sales End Price Fee Quantity
MEMBERS 17h 46m $10.00 $0.00
Non-Members 17h 46m $20.00 $0.00

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Event Details

A Video Teleconference produced by the Society of Financial Service Professionals

 

"Social Security and Medicare Strategies for Middle Income Clients:  Plan Today"

 


A client may ask, "When should I start taking Society Security?" or "How will taxes affect my retirement income?"  An educated and competent financial advisor, armed with the right tools, can take a macro-level look at their client's financial goals and piece together the impact of claiming strategies, timing, taxes, risk and volatility.  Looking at the silos of income planning or focusing on limited aspects of a financial plan can mean a loss for the client and the advisor.

 

The expert panel will address Social Security and Medicare planning between the ages of 62 and 70 1/2 for middle-income clients.  Topics will include: the retirement timeline, solvency of Social Security and Medicare, spousal and survivor benefits, tax planning implications, the earnings test, supplemental income streams, Medicare plans, and long-term care.

 


Breakfast: 8:30 am

Program starts at 9:00 am - 11:00 am

 This meeting qualifies for TWO hours for licensed NJ life insurance producers

 This meeting will also qualify for CPE ,CFP & PACE continuing education credits,

 

          Please contact Karen Beno,  at (973) 479-4525 or via email at kbeno@sfspnnj.org 
if  you have any questions.

 

 

 

Have questions about "Social Security and Medicare Strategies for Middle Income Clients: Plan Today"? Contact Presented by The Society of FSP North Jersey Chapter

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When & Where


PLAZA CAFE II
354 Eisenhower Pkwy
Livingston, NJ 07039

Thursday, May 25, 2017 from 9:00 AM to 11:00 AM (EDT)


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Organizer

Presented by The Society of FSP North Jersey Chapter

For more than 70 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.

With our strong commitment to provide financial advice that is in the clients' best interest, the Society's 30,000 members nationwide are uniquely qualified to assist the public in reaching their financial goals both today and tomorrow .

Society members can provide the public with expert advice in both wealth accumulation and wealth preservation.

Society members have earned , or are working towards, a recognized professional credential in the financial services industry and agree to be bound to a code of conduct that places the interests of their clients above personal interests.

If you are looking for a professional advisor who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.

For more information or questions about membership in our premier organization, please go to our website: www.sfspnnj.org

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"Social Security and Medicare Strategies for Middle Income Clients: Plan Today"
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