Don’t Leave Money on the Table – Strategies to Help Increase Social Security Benefits and the One Big Beautiful Bill
Date: Nov 30, 2026 9:00 a.m. – 10:40 a.m.
Location: Online
Member Price: $99.00
Non-Member Price: $125.00
Areas of Law: Real Property, Trust, & Estate, Taxation
Earn up to 2 credits! (More Information)
Featured Speaker
Moderator
Presenters
- Ash Ahluwalia, CFP, MBA
- Head of Social Security Planning
OneTeam Financial, Berkeley Heights
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This program will address the rules attorneys need to know in Social Security planning. It will cover specific filing strategies available to increase eligible benefits. The seminar will cover strategies unique to business owners, strategies for high-net-worth individuals, and how to find your "Social Security sweet spot" (your optimal filing strategy).
The program will also review how the One Big Beautiful Bill affected the taxation of Social Security. We will use case examples to detail how to maximize eligible Social Security benefits so filers do not leave money on the table.
Learning Objectives:
- An understanding of the basic rules governing Social Security
- A review of spousal, survivor, child, divorce and other important rules
- Specific strategies available to maximize eligible Social Security benefits
- The impact of the One Big Beautiful Bill on Social Security
- The impact of the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)
Additional speakers and program details will be announced soon.
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