"Top 10 Strategies to help Maximize your Social Security"
Date: Tuesday, April 25, 2023
Time: 11:45am - 1:30pm
Location: West Shore Country Club
Speaker: Ash Ahluwalia CFP®, MBA Head of Social Security Planning
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"Top 10 Strategies to help Maximize your Social Security"
As the primary source of income for many American retirees, Social Security is critical to evaluate as part of the overall retirement plan. To avoid leaving earned money on the table, learn the considerations and claiming strategies to increase your client's benefits. From identifying potential changes due to COVID-19 to reducing taxation to qualifying spousal, ex-spousal and survivor benefits—learn how to increase your client's retirement income benefit.
SPEAKER: Ash Ahluwalia, CFP®, MBA
Head of Social Security Planning
Named National Social Security Advisor of the Year, Ash Ahluwalia is one of the industry leaders on Social Security in America. With 30 years of experience and the National Social Security AdvisorSM certification, Ash specializes in advising on how to increase eligible retirement benefits from Social Security.
Social Security can be one of the largest retirement asset for many Americans that can amount for some to $1 million or more of lifetime pension benefits from the federal government. However, being governed by more than 2700 rules (Social Security Handbook, ssa.gov), filers could potentially leave money on the table. Ash has helped thousands of clients customize a suitable strategy based on their personal situation.
Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has a certification in Social Security planning, National Social Security AdvisorSM and for all of his efforts, experience and leadership in Social Security planning, was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association.
After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA) and CERTIFIED FINANCIAL PLANNERTM designation. He then went on to obtain an MBA from Wharton Business School.
Ash has been published in numerous newspapers and magazines for his experience, including The Wall Street Journal, Barron’s, U.S. News & World Report, and Financial Planning magazine. He is a highly-sought-after speaker at conferences, webinars and industry events for consumers as well as legal, accounting and other financial professionals.
Originally from Toronto, Canada, Ash has lived in Madison, New Jersey for the past 25 years. He is married and has three grown children. He enjoys playing many sports, including ice hockey, golf and tennis, as well as traveling, health and fitness. He is also active in his wife’s charitable organization, Autism is Curable.
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