Social Security Myths Debunked
Date: Jan 21, 2025 12:00 p.m. – 1:40 p.m.
Location: Online
Member Price: $99.00
Non-Member Price: $125.00
Section Price: $0.00
Areas of Law: Estate Law, Taxation
Earn up to 2 credits! (More Information)
Keynote
Moderator
Presenters
- Ash Ahluwalia
- One Team Financial, Berkeley Heights
- Joy Matak, Esq.
- Avelino Law, LLP, Florham Park
There is a great deal of confusion and misunderstanding about Social Security rules and the best filing strategies to maximize benefits. By debunking many Social Security myths, this presentation will allow you to better understand how Social Security works and how to optimize available benefits, including spousal, survivor, child, divorce, strategies for high-net-worth individuals and how to find your “Social Security sweet spot” or optimal filing strategy. The program will use many case examples to detail how to maximize eligible Social Security benefits so that filers do not leave money on the table!
Topics include:
- Debunking common Social Security myths regarding rules and eligible benefits.
- An understanding of the basic rules governing Social Security.
- A review of the spousal, survivor, child, divorce and other important rules.
- Specific strategies available to maximize eligible Social Security benefits.
- Strategies specific to high-net-worth individuals and for charitable planning.
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