Social Security Timing® offers its two-day training for advisors who want to get up-to-speed quickly on Social Security planning, and also satisfy the training requirement to join The Arrow Group, a select group of advisors. Offered in two cities in 2016, The School live training will teach you how to get the most out of Social Security for your clients at a time when it’s more urgent than ever, before some claiming strategies are phased out as a result of the Bipartisan Budget Act of 2015. You’ll also learn how to apply Social Security rules in the context of an overall retirement plan, addressing tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets.
Complete the form below to be contacted with more information.
The program has been submitted for 16 hours of Continuing Education credit for PACE, CFP®, CPE and insurance. Each state and jurisdiction will determine the number of credits awarded. Please contact 1.877.844.7213 for current state approvals.
Oct. 19 – 20
Early-bird price: $1,500 through Aug. 21, 2016
Regular price: $1,850 starting Aug. 22, 2016
Want to attend a meeting of The Arrow Group, Social Security Timing’s exclusive group for top advisors? For more information call LaRae at 1.877.844.7213.
CFP®, RHU, REBC
Joe Elsasser is an independent financial planner, software developer, speaker and author who is nationally known for his extensive experience in comprehensive retirement planning that includes Social Security and Medicare. Joe developed the patented Social Security Timing software application, and co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income.” Based in Omaha, Nebraska, Joe is a Certified Financial Planner® and still works with individual clients through his own Registered Investment Advisor firm. Joe’s real-world perspective will provide you practical information that you can immediately use with your own clients.
JD, MSFS, CLU, ChFC
Social Security Timing’s Director of Education, David Cechanowicz is a nationally sought-after expert on complex issues where the law, taxes and financial matters intersect, with a specialty in retirement planning that optimizes individuals’ Social Security benefits. Now based in Albuquerque, New Mexico, he began his career in the financial services industry concentrating on business owners’ estate, retirement and business planning needs, and has accumulated more than 35 years of experience. He has testified before the Internal Revenue Service, served as an expert witness in federal court on industry matters, taught classes for the Chartered Financial Consultant® designation and helped the Certified Financial Planner Board of Standards write exam questions.
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.