SSS PhoenixAgenda Day12 1022 2314

Social Security School Road Show Phoenix Airport Marriott 1101 North 44th Street • Phoenix, AZ

Day 1: Social Security School Agenda Wednesday, October 22, 2014 7:30 am – 8:00 am

Registration and Continental Breakfast ~ Room TBD

General Sessions ~ Room TBD 8:00 am – 9:40 am

Getting Started: Scope of the Issues, Demographics and Social Security Basics

9:40 am – 9:50 am

Break

9:50 am – 10:40 am

Income Taxation and the Time Value of Money

10:40 am – 11:30 am

Common Claiming Mistakes

11:30 am – 12:30 pm

Lunch ~ Room TBD

12:30 pm – 2:10 pm

When Beneficiaries are Widowed, Divorced or Continue Working

2:10 pm – 2:20 pm

Break

2:20 pm – 4:00 pm

Benefits for Government Employees, Children and the Disabled

4:00 pm – 4:30 pm

Communicating the Message

4:30 pm

Adjournment

Social Security School Road Show Phoenix Airport Marriott 1101 North 44th Street • Phoenix, AZ

Day 2: Strategic Distribution Planning Agenda Thursday, October 23, 2014 7:30 am – 8:00 am

Registration and Continental Breakfast ~ Room TBD

General Sessions ~ Room TBD 8:00 am – 9:40 am

Retirement Plan Distribution Issues

9:40 am – 9:50 am

Break

9:50 am – 11:30 am

Retirement Plan Distribution Issues (continued)

11:30 am – 12:30 pm

Lunch ~ Room TBD

12:30 pm – 1:20 pm

Estate Planning Issues

1:20 pm – 2:10 pm

Income Tax Planning Considerations

2:10 pm – 2:20 pm

Break

2:20 pm – 4:00 pm

How to Integrate Social Security Strategies with Retirement Income Plan Distributions

4:00 pm

Adjournment