This educational program will address the basic rules you need to know in doing Social Security planning. It will cover a number of specific filing strategies available to maximize eligible benefits. Social Security benefits that will be covered include spousal, survivor, child, divorce, strategies unique to business owners, strategies for high-net-worth individuals and how to find your “Social Security Sweet Spot” (your optimal filing strategy). Many case examples will be used as a format to detail how to maximize eligible Social Security benefits so that filers do not leave any money on the table!
Ash Ahluwalia, MBA, CFP®, 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.
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.