November 2016 Meeting with Barry Levine: Understanding Social Security Retirement Benefits- What You Don’t Know May Be Hurting Your Clients
Please Join us on November 8th from 5:30pm-8:00pm as we will have the privelege of hearing from Speaker, Barry Levine, Vice President of the Northern Trust Company - Wealth Management.
Barry Levine is a Vice President and Wealth Advisor in Northern Trust’s San Diego office. He has over thirty years of experience providing financial counseling to high net worth business owners, corporate executives, and professionals. As part of the team Barry provides comprehensive planning and advisory services for clients regarding retirement and cash flow analysis, insurance, income tax, stock options, single stock concentrations, compensation and benefits, wealth transfer and charitable planning.
Barry has served as a guest lecturer in estate planning for courses at the California State University at Northridge’s Department of Business Law. He co-authored a chapter on managing inherited money in a book on personal financial planning that was published in 2007.
Understanding Social Security Retirement Benefits- What You Don’t Know May Be Hurting Your Clients
In recent years numerous articles and academic studies have been published on the topic of planning strategies to maximize one's Social Security retirement benefits. Nevertheless most advisors, along with their clients, do not fully understand the various trade-offs involved. The purpose of this presentation is to explain in clear English what strategies make sense to implement when. The presentation is based on actual experience in observing the errors that people often make in electing Social Security retirement benefits, and reflects last Fall’s changes to Social Security benefits.