What You Really Need to Know About Social Security & How to Advise Clients!

Social Security Strategies and How to Advise Your Clients for the Best and Maximum Results Social Security may be one of the most talked about topics, at dinner parties and in the financial media. We hear Social Security will run out of money in 2032. Is that true? Will Social Security be insolvent? Is that just the reserves? Will they stop paying people? Most people don’t understand – there is more that we don’t know about Social Security than we do know. When advising our clients, and even claiming Social Security benefits for ourselves – your blind spots are often bigger than your understanding. The Greater New Jersey Estate Planning Council is excited to have industry-leading expert, Ash Ahluwalia, educate and show us some very interesting and exciting strategies on Social Security. Mr. Ahluwalia is one of the nation’s foremost experts on Social Security and oversees the development of Social Security strategies and planning, and he is going to show us how we can help our clients – and ourselves – maximize retirement income benefits. Unlock the hidden wealth in your client’s retirement strategy – and yours! Join us as a premier national Social Security expert pulls back the curtain on the complex rules and overlooked strategies of the system. You will discover groundbreaking, high-impact strategies that most people have never heard of – giving you the power to maximize your lifetime benefits and avoid costly claiming mistakes. Whether you are years away from retirement or deciding when to file right now, this session will completely reshape how you view Social Security and your clients’ financial future. Unfortunately, Social Security is the largest retirement asset for many Americans. Maybe not our clients – but it can still be a million-dollar income asset or more, even for our clients! While there are over 2,700 rules, a recent statistic found that over 90% of filers and recipients leave money on the table! Mr. Ahluwalia is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning – National Social Security Advisor and also Certified in Social Security Claiming Strategies (CSSCS). For all of his efforts, expertise, and leadership in Social Security planning, Mr. Ahluwalia was recognized with the “National Social Security Advisor of the Year” award from the National Social Security Association. You may think you know as much as you need to know about Social Security. You may think you’ve got it handled. Come to this “don’t miss” event and see not only how much you don’t know, but also how much what you don’t know might be costing your clients – and you! Register ASAP and do not miss this exciting event! 9:00 am - Networking 9:45 am - Breakfast served 10:00 am - Program begins 11:45 am - Program concludes If you have not renewed your membership or joined the GNJEPC for the 2026-2027 year but would like to attend this event, you will need to purchase a Guest ticket ($100) or join the Council ASAP. A Guest may attend up to 2 GNJEPC events per year, but attending additional events will require Membership in the Council. Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course.