We will be meeting jointly with the Manufacturers Agents of Cincinnati, an organization that focuses on fostering the relationship between manufacturers and independent sales agents (reps).
Topic: Social Security – A Joint Lifetime Decision
Did You Know…More than half of retired social security recipients leave benefits unclaimed due to application oversights. Discover how to increase your benefits by attending the February 13 luncheon. Our presenters, Jim Blair, former Social Security Administrator and Marc Kiner CPA, both with Premier Social Security Consulting, will cover eligibility, how benefits are calculated, spousal benefits, divorce situations, children benefits and surviving spouse benefits. They will also discuss social security basics and advanced planning strategies and review the 10 things you should know before you file.
As continued cutbacks are made to the Social Security program, the government is providing less support to applicants. They have in essence mandated that all applicants research their own options prior to applying. Representatives in local Social Security offices are no longer allowed to offer case-specific advice…leaving many applicants at risk for making costly errors on their application.
Premier Social Security Consulting is dedicated to helping you get the most from your social security retirement benefits. They offer one-on-one consultant sessions that advise you on the best options available when it comes to your unique Social Security situation. They help their clients increase their benefits an average of $150 per month for individuals and $800 per month for married couples.
Former Social Security Administrator, Jim Blair is the lead consultant in our Social Security Benefits department. Mr. Blair has over 35 years experience in helping individuals manage their Social Security benefits, and taking claims for retirement, survivors, disability and health insurance. Most notably, he has also served as an Operations Supervisor and a District Manager for the Piqua, Ohio Social Security Office.
Marc Kiner has 25 years experience in public accounting. His primary areas of service are to privately held businesses and individuals. He consults with clients on a variety of complex tax and business issues. Marc obtained his Bachelors of Science degree in Accounting and Finance and a Masters Degree from the University of Cincinnati. He is licensed to practice as a CPA in the state of Ohio.
When:
Friday, February 10, 2012
Where:
Montgomery Inn
9440 Montgomery Road, Cincinnati, OH 45242
Time:
11:30 am – networking
12:00 – 1:30 pm – lunch and presentation
Luncheon – February 10, 2012
We will be meeting jointly with the Manufacturers Agents of Cincinnati, an organization that focuses on fostering the relationship between manufacturers and independent sales agents (reps).
Topic: Social Security – A Joint Lifetime Decision
As continued cutbacks are made to the Social Security program, the government is providing less support to applicants. They have in essence mandated that all applicants research their own options prior to applying. Representatives in local Social Security offices are no longer allowed to offer case-specific advice…leaving many applicants at risk for making costly errors on their application.
Premier Social Security Consulting is dedicated to helping you get the most from your social security retirement benefits. They offer one-on-one consultant sessions that advise you on the best options available when it comes to your unique Social Security situation. They help their clients increase their benefits an average of $150 per month for individuals and $800 per month for married couples.
When:
Friday, February 10, 2012
Where:
Montgomery Inn
9440 Montgomery Road, Cincinnati, OH 45242
Time:
11:30 am – networking
12:00 – 1:30 pm – lunch and presentation
Cost:
$25 for members
$30 for non-members
For reservations email kathy@ohioera.org.