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Date / Time / Location

Friday, September 20, 2019
8:30 AM - 12:10 PM
Registration: 8:00 AM

The Hanover Manor16 Eagle Rock Avenue
East Hanover, NJ 07936
973-887-2682

CPE Credits

  • 2.00 CPE Credits in CS
  • 2.00 CPE Credits in TX

Pricing

  • $89.00 - Member
  • $139.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Essex Chapter Season Pass - 2019/20 event bundle.
In this meeting, hear information on advancd strategies for maximizing your clients' Social Security income, as well as the top five mistakes people make on Medicare.

Benefits

Earn 2 CPE credits in CS and 2 in TX.

Highlights

The Top Five Mistakes People Make on Medicare Justin Lubenow - Senior Advisors

This presentation will shine a light on the complicated landscape of Medicare choices. Then, learn how to maximize your clients' coverage, including information on Medigap coverage, Part D and other resources.

Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC

This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance 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.

Course Level

Intermediate

Prerequisites

None

Advance Preparation

None

Additional Notes

$14 late fee will be applied after 9/18. Season Pass holders must register for each event.



For course materials, 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.