AAII Phoenix Chapter
presents on
December 16th, 2023
9:40 to 11:10 a.m.
Obscure Social Security Rules That You Should Know – via Zoom
Norm Haug, Vice President of Operations – Registered Social Security Analyst®
Certain Social Security program rules include quite obscure details that can either surprise retirees when they are affected by them or, in some cases, be a relief to discover that there is a solution to their problem. These include details about the earning’s test, pensions, withdrawing an application, voluntary suspension, and overpayments. Even the basic details about dependent benefits are frequently misunderstood. Attend this event to gain valuable insights to navigating the Social Security claiming decision with confidence.
What you will learn:
After attending this presentation, you will be able to:
Recall the causes and critical actions to take if the SSA sends an overpayment bill.
Select when and how the withdrawing of an application & voluntary suspension can be beneficial to retirees collecting Social Security.
Identify the amount of Social Security benefits that will be withheld due to the earnings test for a specific case example.
Norm Haug is Vice President of RSSA Operations at the National Association of Registered Social Security Analysts (NARSSA), a WealthTech company that provides a comprehensive Social Security eLearning platform for professionals to earn the RSSA designation. An RSSA has the expertise to advise clients on filing strategies and the many rules that govern Social Security. NARSSA also provides back-office support and technology focused on optimizing Social Security benefits. As an RSSA, Norm helps future retirees optimize their Social Security benefits with enhanced strategies worth thousands of dollars. His responsibilities at NARSSA involve oversight of the client experience and the development of the RSSA Roadmap, NARSSA’s proprietary Social Security analytical software. Prior to joining RSSA, Norm was EVP of Strategic Alliances at Newtek Business Solutions, General Manager of PNC Bank’s merchant alliance and COO of JPMorgan Chase’s merchant alliance with First Data, now Fiserv. Norm holds a degree in Marketing from Hofstra University and served on the board of the American Red Cross of Long Island where he resides with his wife and children.
11:30 to 12:10
Protecting Yourself Against Cyber Crime – In-person
Craig Morningstar, Chief Operating Officer and Chief Information Security Officer, Dynamic Advisors Solutions
12:15 pm to 1:15 pm
Investment Protection SIG – via ZOOM
Presented by: Clark Mills, SIG Leader
This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth.
1:15 pm – 2:15 pm
Personal Finance & Retirement Income SIG – In-person
Presented by: Urban Adams, SIG Leader
Due to greater uncertainties, financial planning after retirement becomes more challenging. We all want to make good decisions. Where most investors get into trouble is not in their intent, it’s in their emotions and habits. The SIG’s focus is educating members how-to make informed financial decisions which are in their best interests.
MEETING DETAILS
Date:
Saturday, December 16, 2023
Time:
9:00 Registration
9:30 Announcements
9:40 Obscure Social Security Rules That You Should Know by Norm Haug, Vice President of Operation for Registered Social Security Analyst®
Q&A
11:15 Break
11:30 Protecting Yourself Against Cyber Crime by Craig Morningstar, Chief Operating Officer and Chief Information Security Officer for Dynamic Advisors Solutions
12:15 Door Prizes for in-person attendees
12:30 Investment Protection SIG – Clark Mills, SIG Leader, SIG Leader
1:15 Personal Finance & Retirement Income SIG – Urban Adams, SIG Leader
Location:
Tempe Public Library
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
or
By Zoom Webinar
FOUR REGISTRATION OPTIONS
1. Season Pass holders
Email Terry Karpinski at Registrar@aaiiphoenix.com , if you are attending in-person or by Zoom. If you are attending by Zoom, include your email address in order to receive your Zoom link
2. Pre-registration: Mail In
Mail your $10.00 check to Terry Karpinski, Registrar, with the meeting date.
If you are attending by Zoom, include your email address in order to receive your Zoom link.
Terry Karpinski, Registrar
319 E. Catalina Lane
Queen Creek, AZ 85140
The advance mail registration must be received by the registrar by December 15 th
3. Pre-registration: On-line with Eventbrite – $13.00
Eventbrite registration link:
https://www.eventbrite.com/e/aaii-phoenix-chapter-december-meeting-tickets-765319650677?aff=oddtdtcreator
On-line registration must be done by December 15 th.
4. On-site registration [space available] – $15
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement |
