2013 Upcoming FPA Central Ohio Programs

Tuesday, June 11

Social Security Updates & Advanced Planning Strategies

ABOUT THE PROGRAM:

John LaMotte, with the Social Security Administration, will discuss how Social Security benefits are calculated as well as factors to be considered when evaluating whether to take benefits early or wait, including the relative “payback” time to consider in such decisions. He will also address factors to be considered when evaluating whether to take survivor’s benefits or one’s own benefits instead and factors to be considered when evaluating whether spouse’s benefits may be elected instead of one’s own retirement benefits. Finally, he will discuss how working after 62 affects benefit eligibility.

ABOUT THE SPEAKER: 

John LaMotte

John has been with Social Security Administration for over 25 years and currently serves as the Staff Assistant/State Liaison. He graduated from Ohio University with an undergraduate degree in Government, subsequently obtaining a Master’s degree in Public Administration from The Ohio State University.  John works with numerous state, local and federal agencies to address shared problems and challenges.

He has conducted hundreds of information and educational sessions concerning the programs administered by the Social Security Administration for professional and consumer groups throughout the Central Ohio area. He has also been guest instructor regarding Social Security issues  for college classes at The Ohio State University and Columbus State University.

Time:
7:30-8:00 am - Registration and Breakfast
8:00-9:15 am - CE Program

Location:
The Fawcett Center
at The Ohio State University
2400 Olentangy River Road
Columbus, OH  43210

Fees:
Member: $20/Non-Member: $40
Season Pass Holders: free!

CE Credits:
1 hour OH Insurance CE credit; pending
1 hour of CFP CE credit: Approved

Click here to register now

FPA of Central Ohio

2013 Calendar of Events