Chapter Meeting

  • February 22, 2018
    5:30 pm - 7:00 pm

Topic Social Security Benefit Strategy & Bylaws Amendment Vote

Many Americans think Social Security is simple and straightforward, often it is not. Just recently, the bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits.

Making a mistake when selecting your benefit option can cost tens of thousands of dollars over the course of retirement. Consequently, it’s a good idea to talk with experts in the field, gather the information you need, and make informed benefits decisions.

Speaker Robert Leitner CFP®, RIA

Certified Financial Planner and Registered Investment Advisor Robert Leitner is an expert in Social Security benefits planning, retirement income planning, and other financial planning matters.

For the last 30 years, Robert has provided his clients with thoughtful, expert financial advice, guiding them toward their financial goals. Robert has sat on the Board of Directors of the Westchester Estate Planning Council and Co-Chaired the Elder Law/Economic Security Council in Westchester. He also is a member of the Senior Law Day Committee. Robert was recently interviewed by CNBC on Social Security and Retirement Distribution Planning.

Committed to financial education and literacy, Mr. Leitner has taught adult education courses on Retirement Distributions at Purchase College. He is a member of the Financial Planning Association

No Charge Please RSVP below or via email or phone to Dina Vazquez at: dinav@sq-plus.com or 718.752.9200

Location

Venue:  

Address:
3 East 54th Street, 10th Floor, New York, New York, 10022, United States

Price Qty
RSVP $0.00 (USD)