Details
April 17, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Social Security: Advanced Concepts & Planning
presented by Adria Rosebrock, CFP, NSSA
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
presented by Adria M. Rosebrock, CFP®, NSSA®
Participants will gain an understanding of advanced Social Security planning concepts and planning opportunities for addressing these concepts. This session will feature several case studies to showcase how important it is to plan carefully when beginning Social Security benefits. This session will cover specific planning opportunities for married couples, widows, divorced spouses, those with children under age 18 (19 if in high school), those subject to the Windfall Elimination Provision and Government Pension Offset, and exempt ministers.
