"Maximizing Social Security Benefits"
Date: Tuesday, October 7, 2014
Time: 11:30am - 1:00pm
Location: Portofino - 249 E. Main Street, Lexington
Speaker: Marc Kiner, Premier Social Security Consulting, Cincinnati, OH
Dear Bluegrass Estate Planning Council members:
We are proud to present our next meeting as follows!
What: "Social Security Basics and Advance Planning Strategies"
Who: Marc Kiner, Premier Social Security Consulting, LLC, Cincinnati, OH
When: Tuesday, October 7th - 11:30-1:00
Where: Portofino (party room), 249 E. Main Street, Lexington
Cost: $15 for members/$25 for guests - Cash, Check and all major Credit Cards accepted at the door only
Go to http://www.bgepc.org/events/event/10982 for more information.
We are excited to welcome Marc Kiner to the Bluegrass Estate Planning Council. Mr. Kiner has 30 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.
This presentation will prepare advisors for the questions they are receiving, which will increase their value to clients amidst an aging population. Advisors are not always prepared to help their clients better understand Social Security benefits. Topics covered under this program include eligibility, benefit calculation, spousal benefits, annual earning test, ex-spouse benefits, surviving spouse benefits, children's benefits, claim and suspend and restricted application strategies, case studies and three-legged stool to maximize benefits.
It is IMPERATIVE that you RSVP by clicking the BGEPC website link above and completing the information under the “Register Now” button no later than Monday, October 6th, at 12:00 PM. Alternately, you are welcome to reply directly to this e-mail if you prefer. Please note that if you come to the meeting without RSVP'ing, you may or may not be admitted entrance based upon the number of those who RSVP. Please also be sure to provide me with the name of any guest(s) you may be bringing with me so that a nametag can be prepared for them.
Cancellations will be accepted until 5:00 PM on Monday, October 7th. If you do not cancel your reservation, you may be billed for the regular meeting fee as the Council becomes financially obligated to cover costs.
We look forward to seeing you on Tuesday, October 7th!!
Melissa Gregory
P.S. Have a friend or colleague who might benefit from this meeting and/or our group? Please feel free to forward this to anyone who may be interested in joining us!
We would like to thank our 2014-2015 Corporate Sponsors:
Platinum - Central Bank, Community Trust and Investment Company and Frost Brown Todd LLC
Gold - Embry, Merritt, Shaffar & Womack, PLLC
Silver - MCF Advisors and Ray, Foley, Hensley and Company, PLLC
Bronze - PNC Wealth Management
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