Don’t Leave Money on the Table – Maximizing Social Security Benefits and Minimizing Taxes for Retirement
Date: Feb 11, 2026 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $159.00
Non-Member Price: $199.00
Section Price: $0.00
Areas of Law: Elder & Disability Law, Estate Law
Earn up to 4 credits! (More Information)
Keynote
Moderator
Presenters
- Ash Ahluwalia, CFP, MBA
- Head of Social Security Planning
OneTeam Financial, Berkeley Heights - Greg Dillon
- One Team Financial, Red Bank
- Constantina Koulosousas, Esq., CELA
- The Wacks Law Group, LLC, Whippany
This informative seminar will teach you the ins and outs of putting the most money possible into your clients’ pockets when doing elder and estate law planning and retirement planning. How can they protect their legacies? How can they get the most of Social Security? Is retirement money really safe from taxes? Learn the answers to these questions (and many more), as a panel featuring some of New Jersey’s top experts share their best strategies with you.
Topics include:
- Protecting Legacies: Essential Estate Planning Strategies for Today’s Retirees
- Asset protection and wealth preservation
- Reduction of taxes
- Planning for incapacity and long-term care - Strategies to Help Maximize Social Security Benefits
- Review of the “new rules” governing social security filing options
- Identifying advanced filing strategies available to maximize Social Security benefits, including for married, divorced, widowed, couples with minor children, high-net-worth individuals and business owners
- Minimizing the taxation of social security benefits - Is Your Retirement Safe from the Tax Man?
- How and why the marginal tax system differs in your retirement years to your detriment
- Will you really take money out of your IRA at a lower tax bracket than you put it in?
- Understand how capital gains and dividends impact your overall tax liability differently in retirement
- The difference between deductions, exemptions and credits on your tax return
- Know the nine different pieces of the tax system
- How IRA required minimum distributions work and affect your tax liability
- When Medicare premiums can increase as a result of your income
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
Professional Conduct:
All attendees and participants are expected to conduct themselves professionally and treat others with respect at NJSBA events, meetings, and gatherings. This includes courteous communication, respecting perspectives, and creating a welcoming environment for all. Failure to adhere to this policy may result in removal from the event.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/