In addition to needing sound estate planning advice, seniors also need Social Security advice as Social Security is a crucial part of their estate picture. A properly planned Social Security benefit can be worth over $1.125 million, but a wrong move in Social Security benefits can cost your client almost half that. Help protect your clients from making the wrong move and understand the 81 different ways to collect their benefit. We'll address Social Security's financial stability and review the changes that just took place in the Bipartisan Budget Act passed Nov 2^nd 2015.

Nora will address the following:

• Will Social Security be there for clients and what will it look like?
• Learn how taxes and other income affect clients’ benefit.
• Learn how to protect your clients’ benefit and maximize their Social Security pay-out.
• Learn the Ins & Outs of how Social Security works given various life situations (married, divorced, widowed, still working while collecting, etc.).
• Learn why any client over 62 and 66 has a special SS advantage they ought to utilize.
• Learn advanced strategies most of the general public is not aware of in order to help optimize clients' lifetime cumulative benefit.

Nora Yousif,  CFP^® and associate Vice President at RBC Wealth Management, is a 3rd generation Financial Advisor and national speaker. In the past few years, her family team has been noted in Boston Magazine and featured in Boston Business Journal and The Boston Globe. Nora distills finances into understandable terms and is passionate about educating people to build confidence in their future. Nora has educated large audiences at conference venues that include Boston, Philadelphia, and New Orleans Convention Centers. Nora leads a popular monthly educational series titled "Wine & Wall Street" and has been a guest speaker to over 30 professional organizations. 

Seating is limited and registration is required.

Lunch is provided.

Register Now! If you have any questions or concerns, please do not hesitate to contact me.

Sincerely,

Elizabeth Stepakoff
617.267.9700
www.margolis.com
es@margolis.com