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Tuesday, October 18, 2022 In-personHudson Chapter

Social Security/Mortgage Update (E2210539)

8:00 AM - 11:30 AM EDT

Registration: 7:30 AM EDT

VFW - Secaucus

1400 Paterson Plank Rd
Secaucus , NJ 07094

4.0 CPE Credits in CS

OVERVIEW

Coming soon

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Ash Ahluwalia

Ash Ahluwalia, MBA, NSSA, CSSCS, CFP

Managing Partner

OneTeam Financial LLC

Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits.

Social Security is the largest retirement asset for many Americans, often amounting to $1 million or more of lifetime pension benefits from the federal government. However, being governed by more than 2700 rules, over 90% of filers leave money on the table. Ash has helped thousands of clients to customize the best strategy for their personal situation.

Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning, National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). For all of his efforts, expertise and leadership in Social Security planning, he was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association.

After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School.

Ash has been published in numerous newspapers and magazines for his expertise, including The Wall Street Journal, Barron’s, U.S. News & World Report, and Financial Planning magazine. He is also a highly-sought-after speaker at conferences, webinars and industry events for consumers as well as legal, accounting and other financial professionals.

Originally from Toronto, Canada, Ash has lived in Madison, New Jersey for the past 25 years. He is married and has three grown children. He enjoys playing many sports, including ice hockey, golf and tennis, as well as traveling, health and fitness. He is also active in his wife’s charitable organization, Autism is Curable.

Marc Demetriou

Marc C. Demetriou, CLU, ChFC, CDLP

SVP of Mortgage Lending/Branch Manager

Guaranteed Rate Inc.

Marc C. Demetriou, CLU, ChFC, is a licensed mortgage banker/broker in New Jersey, New York, Connecticut, Pennsylvania, South Carolina and Florida. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources. In his home state of New Jersey, he has been featured in NJBIZ's "40 Under 40", and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Additionally, Marc is a certified and licensed instructor, offering continuing education credits to accountants, realtors, financial planners and managed care professionals. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored his first book, Lessons From My Grandfather: Wisdom For Success in Business and Life.

PRICING

$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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