Chicago Agenda July 10 2014

Social Security School Road Show Chicago Marriott O’Hare • 8535 W Higgins Road • Chicago, IL

Tentative Agenda Wednesday, July 9, 2014 All Day

Arrivals

6:00 pm – 8:00 pm

Welcome Reception

Thursday, July 10, 2014 7:30 am – 8:00 am

Registration and Continental Breakfast

8:00 am – 8:50 am

The Top 3 Mistakes to Avoid with Spousal and Survivor Benefits

8:50 am – 9:40 am

Deciphering Social Security for the Divorced Client

9:40 am – 9:50 am

Break

9:50 am – 10:40 am

Maximizing Gains and Minimizing Losses for Widow Clients

10:40 am – 11:30 am

The Earnings Test: How Continuing to Work Affects Benefits

11:30 am – 12:30 pm

Lunch

12:30 pm – 1:20 pm

The Truth about Government Employees’ Social Security Benefits

1:20 pm – 2:10 pm

The Social Security Planning Mistake that Will Cost You Big Clients

2:10 pm – 2:20 pm

Break

2:20 pm – 3:10 pm

How to Help Parents Unlock the Child’s Benefit

3:10 pm – 4:00 pm

Discover Planning Opportunities for Your Disabled Clients and Their Families

4:00 pm – 4:30 pm

Communicating the Message