Lexington Chapter of Financial Service Professionals
Presents
"Social Security--The New Changes & Planning Options"
AND
Networking Social immediately following the meeting.
When: Tuesday, May 9, 2017
Location: The Hillary J. Boone Center at 500 Rose Street Lexington, Kentucky
Parking is available in the Boone Center parking lot (go through the parking lot arm slowly and it will go up). The Center will give you a token to exit. There are limited spaces, so come early.
Meeting Details:
Jim Blair, NSSA and Marc Kiner, CPA, NSSA of Premier Social Security Consulting will educate you regarding the U.S. Social Security program and help you understand the basics regarding Social Security as well as provide knowledge to answer questions that your clients are asking. You will learn advanced planning strategies and understand options relating to when and how your clients should collect their Social Security benefits.
2 Hours of CE, CLE and CPE credits have been APPROVED
Meeting Time: 2:30 - 3:00 Registration
3:00 - 5:00 Meeting
Networking Event:
5:00 - 7:00
Immediately following the meeting, we invite you to network with other members and potential members. Each person will receive two drink tickets and appetizers will be served.
Registration fee:
$45 Member pay on-line in advance
$50 Member pay at door
$75 Potential Member
FREE for Members that bring a First Time
Membership Eligible Guest. Guest is also FREE.
Meeting Presenters:
Jim Blair, NSSA--Jim is currently part owner and Social Security Consultant with Premier Social Security Consulting. Jim is also a certified instructor for the National Social Security Advisor program. Jim retired after 35 years with the Social Security Administration. Jim worked as a Service Representative helping individuals to solve problems with their Social Security benefits, a Claims Representative taking claims for retirement, survivors, disability and health insurance and retired as the District Manager of the Piqua, Ohio Social Security office. Jim created and developed the National Social Security Advisor certification program with his partner, Marc. Jim is a graduate of the University of Cincinnati with a Bechelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC. Jim lives in Cincinnati with his wife, Pat. Jim and Pat have two children, five grandkids and two great grandchildren.
Marc Kiner, CPA, NSSA--Marc is currently part owner and President with Premier Social Security Consulting. Marc is also a certified instructor for the National Social Security Advisor program. Marc created and developed the National Social Security Advisor certification program with his partner, Jim. Marc has over 30 years experience in public accounting. He recently sold his CPA practice to concentrate on Social Secuirty. His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues. He obtained his Bachelor of Science Degree in Accounting and Finance and a Masters Degree from the University of Cincinnati. He is licensed to practice as a CPA in the state of Ohio. Marc is the President of Premier Social Security Consulting LLC and the President and on the board of National Social Security Association, LLC. He is supporter of Crayons for Computers, a free store for teachers and Eastside Players. Marc lives in Cincinnati with his two sons, Jeremy, 23 and Aaron 18.
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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.
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Lexington Chapter FSP Board of Directors:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Timothy Dunn, JD--Immediate Past President
Malinda A. Shepherd, MFS, CLU, ChFC
William Atkins, CPA
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
Elden Cox, CIC
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS
