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Situational Social Security

April 20 @ 8:00 am - 10:00 am

Situational Social Security

 

Jim Blair, Part Owner & Social Security Consultant Premier Social Security Consulting
Marc Kiner, CPA Part Owner & President Premier Social Security Consulting

Jim Blair and Marc Kiner of Premier Social Security Consulting, LLC will be presenting Situational Social Security.

This seminar will focus on the fact that every client is in a different and unique situation.  Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application.  Attendees will understand the questions and issues that relate to all clients and understand how to ask Probing Social Security questions, unlocking additional Social Security benefits for clients.  “Door” Prizes to be awarded!

We encourage all attorneys, CPAs, estate planners, financial planners, insurance professionals, investment advisors, retirement planners/counselors to attend and bring a colleague! All first-time attendees may attend free of charge.

OH CLE Approved, OH CFP Approved CE for this meeting. OH DOI CE Credits are pending for this meeting!

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Details

Date:
April 20
Time:
8:00 am - 10:00 am
Event Categories:
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Organizer

Society of Financial Services

Venue

Northwestern Mutual Building – Rookwood
3805 Edwards Road
Cincinnati, OH 45209
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