Events Search
  Summary & Check Out (0)
Thursday, March 13, 2025 Webcast Replay

Maximizing Social Security: Understanding the End of WEP and GPO (E2503124)

3:00 PM - 4:00 PM EDT
Replay

ON24

1 CPE Credits in TX

OVERVIEW

The Social Security Fairness Act was signed on Jan. 5, 2025, and resulted in the elimination of the WEP (Windfall Elimination Provision) and the GPO (Government Pension Offset). This webinar will explain how the elimination of the WEP and GPO will increase eligible Social Security benefits for those affected and how to recoup missed benefits and filing for new eligible benefits.

DESIGNED FOR

CPAs and accountants in public practice

BENEFITS

  • Gain insights into the best steps to take now to adjust Social Security strategies and avoid common filing mistakes.
  • Discover strategies to recoup missed benefits and claim new eligible benefits under the updated rules.

HIGHLIGHTS

We will review the best way to integrate the new rules into a comprehensive Social Security filing strategy in order to also optimize eligible spousal, ex-spousal, survivor and other eligible benefits available in the Social Security system. Strategies specific to high-net-worth individuals will also be addressed.

Agenda:
  • Understanding the WEP (Windfall Elimination Provision) and the GPO (Government Pension Offset)
  • Who can benefit from the elimination of the WEP and GPO
  • How much in additional Social Security benefits are available
  • How individuals can claim these additional benefits and recoup missed benefits
  • How to incorporate the new WEP and GPO benefits into filing strategies to optimize spousal, ex-spousal, survivor and other available benefits
  • How high-net-worth individuals can optimize their Social Security benefits

COURSE LEVEL

Basic

INSTRUCTOR

Ash Ahluwalia

Ash Ahluwalia, M.B.A., NSSA, CFP

Managing Partner

OneTeam Financial LLC

Ash 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 Social Security claiming strategies to maximize retirement income benefits. 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). Ash was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He 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.

PRICING

$39.00 - Member

$69.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 13 at 3:00 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE