Understanding Social Security
presented by the Apollo Group at UBS in cooperation with Jackson Insurance Company
Sponsor
You have questions about Social Security…you are not alone. Some 72+ million people born between 1946 and 1964 will enter retirement in the next 20 years. Understanding Social Security Benefits is not easy. There are many areas where you can stumble. Mistakes can be costly. Unfortunately, there is no “one size fits all” solution. With this in mind, we plan to cover:
- Understanding Your Benefits (please feel free to bring your individual statement to follow along);
- Spousal and Survivor Benefits;
- Case studies to maximize benefits for you and your family;
To access your Social Security statement online for the first time:
- Go to www.socialsecurity.gov/myaccount
- Select “Create An Account”
- Provide information to verify your identity
- Choose a username and password
- Select “Print/Save Your Full Statement”
- Bring your statement to the workshop
About Your Presenters
Andrew B. Lee, AAMS® Senior Portfolio Manager, First Vice President, Wealth Advisor – Andy is a non-practicing CPA and attorney who spent ten years in public accounting with Ernst & Young and PricewaterhouseCoopers prior to his current profession. He joined UBS in 2013 after spending seven years with Morgan Stanley and six years with A.G. Edwards & Sons in Washington, DC prior to that. Andy is an Accredited Asset Management Specialist (AAMS) and he received a B.A. in Accounting and Finance from Muhlenberg College, a J.D. from the Catholic University School of Law, and a LL.M. in Taxation from the Georgetown University School of Law. Andy resides in Bethesda with his two children.
Vitali V. Nazlymov, CFA, CFP, CPM® Senior Portfolio Manager, First Vice President, Financial Advisor – Vitali joined UBS in 2013 after spending eleven years at Morgan Stanley. Prior to Morgan Stanley, he co-managed the $2.5B Johns Manville Asbestos Trust, where he pursued the CFA (Chartered Financial Analyst) charter. To better serve the needs of private investors, Vitali also earned the Certified Financial Planner (CFP®) designation. Vitali holds several additional designations – Investment Consultant issued by the Wharton Business School and International Wealth Specialist. In 2011, Vitali earned CPM (Certified Portfolio Manager) designation from the Academy of Certified Portfolio Managers and Columbia University. Vitali has an MBA in Finance from University of Missouri and a B.A. in Economics with Honors from the Pennsylvania State University. He started his education at Moscow Linguistics University. Vitali resides in Bethesda with his wife and two children.
Date: July 15, 2014
Schedule:
7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A
Location:
Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190
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The information contained in the Knowledge Center is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. In no event will CST or its partners, employees or agents, be liable to you or anyone else for any decision made or action taken in reliance on the information in this Knowledge Center or for any consequential, special or similar damages, even if advised of the possibility of such damages.