Maximizing your Social Security Benefits
1.0 General CLE Credits | CLE# 2021-018
Registration Fee: Free of Charge
Presented by Niraj Chhabra, Ameriprise Financial Services, Inc. and William Considine, MBA, Regional Retirement Plans Consultant, Wealth Management Solutions, Ameriprise Financial Services, Inc.
As of January 1, 2021, there have been major changes made to Social Security benefits. This seminar will walk everyone through what benefits are no longer available, who it will impact, and how these changes effect retirement for those ready to start collecting benefits.
About the presenters:
Niraj Chhabra, CFP®, MBA, CRPC®, CLTC has been a Financial Advisor with Ameriprise Financial Service since 2006. Mr. Chhabra has a Bachelor’s degree in Business Administration – Management & Marketing from Montclair State University and a Master’s degree in Finance from Rutgers University. What makes his practice unique is his focus on clients in the legal profession. He strives to help attorneys of all stages of their careers to grow financially as they grow within their profession. His areas of focus are family finances, tax planning strategies, estate planning strategies, retirement planning and financial planning for small businesses.
As Regional Retirement Plans Consultant for the Mid-Atlantic North region, William Considine provides Ameriprise financial advisors with sales and technical support for IRA rollovers and consolidation, in-service distributions, after-tax strategies, along with business retirement plan selection and implementation. Further, he advises on retirement plan product solutions which include Traditional, Roth and Inherited IRAs, SEP and SIMPLE IRA plans, and all types of qualified retirement plans, including, 401(k), 403(b), Cash Balance, Traditional Pension and certain nonqualified plans.
Bill has more than 25 years of experience in the financial services industry. Prior to joining Ameriprise Financial, he held roles as internal sales director at Prudential Securities, VP regional director at Morgan Stanley, regional sales director at Great-West Retirement Services and retirement sales director at Wachovia Bank. Bill assumed his current role at Ameriprise in 2008 as retirement plans consultant for the Mid-Atlantic North region.
|Maximizing Social Security Benefits Materials (2.41 MB)||36 Pages||Available after Purchase|
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