Chapter

FEI DC Chapter Tuesday, January 19th Dinner & Networking Event - "Better Understanding and Maximizing Social Security Benefits in the New Retirement Era"

 

 

 

Date:

Tuesday, January 19, 2016

 

Location:

Tower Club 

Tysons Corner

8000 Towers Crescent Drive Suite 1700
Tysons, VA  22182   

 

Program:                       

5:45 PM – 6:30 PM

Reception/Networking

 

6:30 PM – 7:30 PM

Dinner

 

7:30 PM – 8:30 PM

Speaker's Presentation

 

Cost:

$55 Members, Sponsors and Guests

 

CPE:                              

This meeting qualifies for one (1.0) CPE credit.

 

RSVP Deadline:           

Friday, January 15, 2016*

 

Cancellation Policy:

Send cancellations to Denise Parker, Chapter Administrator, no later than Friday, January 19, 2016.

 

*To qualify for a refund, cancellations must be made prior to the RSVP deadline.

 

Dinner and Networking Event 

 Featuring Guest Speaker David Zander

CFP, Back Nine Financial, LLC 
 
 "Better Understanding and Maximizing Social Security Benefits in the New Retirement Era"
 

Please plan to join us on January 19th for this valuable presentation by David Zander, CFP, Back Nine Financial, LLC.  

After spending the first 25 years of his career on what he calls the "front nine" (the accumulation phase), Dave has dedicated the last 15 years to the "back nine" (the income phase).  He ran both Aetna's and Lincoln National's income divisions before starting Back Nine Financial, an educational consulting and speaking firm. He primarily works with CPAs, corporations and individuals to help them understand and maximize Social Security benefits.  For Mr. Zander's complete bio, click here.  

For most Americans, Social Security is a significant retirement asset, and claiming decisions are irrevocable. Making the best possible selections related to your Social Security options can mean a material difference of well over $500,000 in the income it provides to you over the course of your retirement years. 

 Learning Outcomes:  
 
  • What is retirement - and is it a worthy objective?
  • An introduction to Social Security, as well as an explanation of key terms and how your benefits are calculated
  • An analysis comparing your cumulative Social Security benefits given different start dates and life expectations
  • A retirement needs analysis comparing the cumulative financial requirements of your financial portfolio necessary to meet your projected expenses
  • A case study demonstrating how the choice of a Social Security starting date can extend your financial portfolio's longevity
  • A discussion about the impact of the Bipartisan Budget Bill 2015 on future Social Security benefits

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

Instructional method: live group | Recommended CPE Credits: 1.00 | Field of Study:  Specialized Knowledge & Applications | Experience Level: Basic | Prerequisites/advance preparation: none

 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept Web-based self-study credits (Florida, Louisiana, Minnesota, Mississippi, New Jersey, Oregon, South Carolina, Tennessee, Arkansas and West Virginia). 

 

For more information regarding administrative policies such as complaint and refund, please contact our offices at 973-765-1029.

 

Have Questions or Need Registration Support?

 

Contact Denise Parker, Chapter Administrator, at [email protected] or (813)494-9551.

 

 


Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge & Applications

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.