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An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that Social Security spousal benefits were available. This presentation will provide a broad overview of the Social Security program pertaining to retirees and their beneficiaries while emphasizing spousal and survivor benefits. These additional benefits will be examined, and attendees will learn how to optimize payouts using a simple strategy.
Learning Objectives:
- Identify what social security benefits are available to your clients
- Determine who is eligible for these benefits
- Recognize survivor benefits
Daniel G. Mazzola, CFA, CPA, CFP
Daniel G. Mazzola, CFA, CPA, CFP
Adviser
[email protected]
(516) 783-9540
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant, and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops conducted monthly for the Freeport Public Library patrons. He is the appointed chairman of the Pro Bono Committee of the Financial Planning Association of Long Island.
About Our Presenter
To provide a comprehensive menu of financial services so there is no need for clients to go anywhere else.
To be our clients first and only call for advice, ideas and action while serving their best interests at all times.
In pursuit of this objective we will demonstrate singleness of purpose, a fertile imagination and extraordinary dynamism.
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