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Date / Time / Location

Wednesday, September 20, 2017
7:30 AM - 11:30 AM
Registration: 7:00 AM

Bergen Community CollegeTechnology Education Center - Room T-128,
Paramus, NJ 07652
201-447-7100

CPE Credits

  • 4.00 CPE Credits in CS

Pricing

  • $100.00 - Member
  • $200.00 - Non Member
  • $0.00 - Season Pass
This event is part of the following event bundles:
  • Bergen Chapter Firm Season Ticket - 2017/18
  • Bergen Chapter Season Pass - 2017/18
In this course, explore strategies to maximize Social Security benefits. Then, hear the top 5 mistakes people make on Medicare.

Benefits

Earn 4 CPE credits in Consulting Services.

Highlights

Social Security: Maximizing Benefits Under the "New Rules"

This course will detail many “little known” strategies available to maximize eligible Social Security benefits.  We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Since over 90% of filers receive less money than they are entitled to, this course will detail numerous strategies available to married, divorced, widowed, couples with minor children and strategies available to business owners to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals. 

 

The Top 5 Mistakes People Make on Medicare

This course will start with a foundational overview of Medicare: how and when to enroll, the different Parts of Medicare, Part B premiums (and Income adjustments), what is a Medicare Advantage Plan vs a Medicare Supplement, and how Part D of Medicare works.  We will review more complex situations for people working past the age of 65 as it relates to Medicare enrollment.  We will also discuss the MACRA (Medicare Access & Chip Reconciliation Act) of 2015 and how it will impact Medicare Supplements in 2020.  The end of the presentation touches briefly on Paul Ryan’s proposed plans for Medicare in his 2016 Publication “A Better Way”.  Throughout the presentation, we will highlight the Top 5 Mistakes People Make on Medicare.

 

Prerequisites

None

Advance Preparation

None

Additional Notes

$25 late fee will be applied after 9/18. Season pass holders must register for each event.



For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

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Ash Ahluwalia

Ash Ahluwalia, MBA, NSSA, CSSCS, CFP
President
Atlas Advisory Group, LLC

Ash Ahluwalia is the founder and President of National Social Security Partners, LLC, ("NSSP"), the nation's leading social security planning firm. NSSP works in collaboration with other professionals such as financial advisors, CPAs, and attorneys to help clients navigate the complexitities of social security and maximize benefits. He received the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He has built a significant practice advising clients on how to maximize their eligible Social Security retirement benefits. He is one of only a few advisors in the nation who has obtained both the Certified in Social Security Claiming Strategies (CSSCS) designation and the National Social Security Advisor (NSSA) designation. Mr. Ahluwalia is one of the nation’s foremost experts on social security and is a highly sought after speaker at conferences and industry events. He also provides CPE and CLE credit for his training programs specifically tailored to legal and accounting professionals. He has worked in the financial services business for over 25 years, focusing on financial and retirement planning for individuals and business owners. After graduating from the University of Toronto with a Bachelor of Commerce degree, he obtained his Chartered Accounting degree (a Canadian CPA). He then went on to obtain an MBA from Wharton Business School. He has also obtained his Certified Financial Planner (CFP) designation.

Justin Lubenow

Justin Lubenow
Executive Vice President, Business Development
Senior Advisors, LLC

Justin has 15+ years of experience across different industries: Benefits Administration, Telecom, Financial Services and Consumer Products. Justin holds a Bachelor of Science degree from Rutgers University and a Master’s degree from Stevens Institute of Technology.

Justin left "Corporate America" about 2.5 years ago to join the family businesses in Group Benefits (Lubenow Agency) and Medicare (Senior
Advisors, LLC). Over the past two years, Justin has been very active in educating Medicare beneficiaries (100k+ views of YouTube Educational videos, over 75 Medicare Workshops), and lobbying to protect benefits for Medicare beneficiaries.

In 2016, Justin was selected to be a member Medicare Advisory Group of the National Association of Health Underwriters (NAHU). At the NAHU Capitol Conference in 2017, Justin presented on Paul Ryan’s Plans for Medicare (in “A Better Way”) and had the opportunity to meet with the House Ways & Means Committee to discuss key Medicare issues.

Justin was born and raised in NJ (but did live in Atlanta for 2 years). He currently resides in Westfield, NJ with his wife and two young children. He enjoys soccer, basketball and golf (if you can call it that!).

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Pre-Registration Closed

Online pre-registration for this event is now closed.