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Date / Time / Location

Tuesday, September 17, 2019
8:30 AM - 12:30 PM
Registration: 8:00 AM

Brownstone House351 W. Broadway
Paterson, NJ 07522
973-595-8582

CPE Credits

  • 4.00 CPE Credits in TX

Pricing

  • $75.00 - Member
  • $125.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Passaic County Chapter Season Pass - 2019/20 event bundle.
In this meeting, hear advanced strategies for maximizing your clients' Social Security income and an overview of preparing for taxes in retirement.

Benefits

Earn 4 CPE credits in TX.

Highlights

Taxes in Retirement Workshop
Gregory F. Dillon, CFA, CFP®, CLTC, NSSA - OneTeam Financial, LLC

In this session, the speaker will discuss:

  • 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?
  • The provisional income calculation on your Social Security payments
  • How Capital Gains and Dividends impact your overall tax liability differently in retirement
  • The difference between deductions, exemptions and credits on your tax return
  • The 9 different pieces of the tax system
  • How IRA Required Minimum Distributions work and affect your tax liability
  • How Social Security is taxed
  • When Medicare premiums can increase as a result of your income

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

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

Additional Notes

Early birds save $20. Late fee applied after 9/15. 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.

Gregory Dillon

Gregory F. Dillon, CFA, CFP, CLTC, NSSA
Founding Partner
OneTeam Financial LLC

A founding partner of OneTeam Financial, LLC, in Cranford and Red Bank, New Jersey, Greg leads the Retirement Planning Division and collaborates with our team of specialists in the areas of Social Security, Medicare and long-term care.

Greg works closely with clients to design comprehensive, holistic retirement plans that are financially flexible in order to optimize their wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. Gregory graduated cum laude from the Fairfield University Honors Program with a B.S. in Finance and Accounting. He began his career in the financial services industry in 2005.

He worked with UBS trading fixed income and options as an Associate Director for seven years before transitioning into the financial services business to pursue his passion of helping clients retire more comfortably with peace of mind.

In 2010, he completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. Greg is a Certified Financial Planner (CFP), Certified Long-term Care Specialist (CLTC) and a National Social Security Advisor (NSSA).

Greg is a frequent speaker and provides invaluable education and insight to professionals to assist in navigating the complexities of the financial industry. He is the President of the Red Bank Chapter of the American Financial Education Alliance (AFEA) and continuously informs and educates adults in our communities.

In his free time, Greg enjoys exercising, golfing with friends and clients but his true passion is spending time with his wife, Brenna, and his two little girls Louisa and Haven in their Colts Neck and Long Beach Island homes.

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Pre-Registration Closed

Online pre-registration for this event is now closed.