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Date / Time / Location

Wednesday, September 25, 2019
8:10 AM - 12:00 PM
Registration: 7:30 AM

The Palace at Somerset Park333 Davidson Ave.
Somerset, NJ 08873
877-725-2234

CPE Credits

  • 4.00 CPE Credits in TX

Pricing

  • $80.00 - Member
  • $130.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Middlesex/Somerset Chapter Season Pass - 2019/20 event bundle.
In this meeting hear advanced strategies for maximizing social security income, the top 12 IRA planning mistakes to avoid, and why active management of municpal bonds is more important than ever.

Benefits

Earn 4 CPE credits in TX.

Highlights

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. 

Roadmap to Retirement: Top 12 IRA Planning Mistakes to Avoid

Andrew Diamond - MFS Fund Distributors

This presentation will give financial professionals tools to help their clients avoid costly mistakes in planning for retirement, including:

  • Maximizing spousal contributions
  • Avoiding unnecessary penalties
  • Taking advantage of IRA deductions
  • Following the RMD rules

Municipal Bonds Today: Why Active Management is More Important Than Ever
Joseph Proscia - AllianceBernstein

The financial crisis significantly changed the municipal market.  Municipalities face continued financial stress, interest rates are at 50-year lows and some of the basic mechanisms of the bond market that investors have counted on for years no longer work the way they used to.

Smart advisors will have an uncomfortable conversation with top clients about how best to manage their bond portfolios in this environment.  Others will avoid the topic, simply hope for the best, and watch helplessly as client portfolio lose value and clients struggle with those losses.  This presentation is designed to help you understand the changes that have happened in the bond market, teach you some of the basic (but often poorly understood) mechanisms that inform investing in Municipal Bonds, and show you how you can take a simple, low-risk action to save your best clients - and perhaps yourself - from needless pain.

Specific topics covered include:

  • An overview of how the muni market has changed in recent years including an examination of tax rates, interest rates, municipal bond insurance, credit quality, and liquidity
  • A discussion on how investors can navigate the new municipal landscape and how active management uncovers value by seeking to enhance return, not just yield
  • Suggestions for better positioning your portfolio to take advantage of the changes in the marketplace and the benefits of active management

Course Level

Intermediate

Prerequisites

None

Advance Preparation

None

Additional Notes

Early Birds save $15 - late fee applied after 9/23. Season Pass holders must register for each course.

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

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Registrations will be accepted at the door.

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.

Andrew Diamond

Andrew Diamond
Director
MFS Fund Distributors

Andrew Diamond is a director with MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). He is responsible for sales through banks and independent broker/dealer firms throughout New Jersey.

Andrew joined MFS in 2009. Previously, he was a regional director and variable annuity wholesaler for The Hartford’s PLANCO distributor for two years. He began his career in the financial services industry with Paychex in 1995, where he spent 12 years, most recently serving as a district sales manager for defined contribution plans.

Andrew earned a bachelor’s degree from William Paterson University. He holds Series 6 and 63 licenses from the Financial Industry Regulatory Authority (FINRA).

Joseph Proscia

Joseph Proscia
Director
AllianceBernstein

Joseph Proscia is a Director with AllianceBernstein, one of the largest asset managers based in New York City. In his role, he currently works with financial advisors from Princeton to Manhattan in an effort to share Bernstein's research on the Capital Markets in regard to alternative investments, fixed income and equities. AllianceBernstein currently manages over $560B for Retail, Private Clients and Institutional Accounts and is considered an industry leader in both investment excellence and research on companies primarily thru their Sanford C Bernstein division.

Joe has been with AllianceBernstein for over 16 years and previously worked in a similar capacity for PIMCO.

Joe is a graduate of the University of Scranton and is married with 3 children, Emily, Brooke and JT and his wife, Tracy has been teaching kindergarten for over 20 years.

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