Parking Code: 703503

1 CE Unit - Approved & 1 CE Unit - Pending

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Non-Members - $40

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Helping to Secure Your Clients' Retirement

Transforming Social Security into Winning Retirement Strategies

Speaker:  Todd Pam - Blackrock

A top concern of your baby boomer clients is outliving their retirement savings, making the decision of when to collect Social Security retirement benefits incredibly important. While many clients are hardwired to believe they should begin collecting benefits as early as possible, there are many other options to consider. Social Security rules are complicated. But by understanding the basics, you can help your clients maximize their Social Security retirement benefits while boosting loyalty and increasing referrals. This seminar provides a comprehensive overview of how Social Security benefits work for individuals and spouses as well as how to help your clients decide which benefits to collect and when to collect them.

      Todd Pam, CIMA® Investment Management Consultant

Todd supports Wirehouse & Independent Financial Professionals in Northern Los Angeles and Central California. He has worked in the investment industry for 16 years.  Prior to joining BlackRock, Todd was a regional wholesaler for WM Group of Funds. He began his career at Van Kampen Investments. Todd received his BA in History from UCLA before attending Pepperdine Business school. He also earned his CIMA® designation in 2009. Todd was born and raised in Southern California, and currently resides in Pasadena, California, with his Wife of fifteen years, Jill, and their four children. In his spare time, Todd enjoys coaching his kids sports teams and playing an occasional round of golf.

Social Security Claiming Strategies

Speakers: David Williamson,CFP® & Jeff Karst, CFP®

A key part of the journey toward retirement for many Americans is deciding when to start taking Social Security benefits. Many people decide to claim their benefits without checking out their options. Perhaps they do not know that options exist or they may think the options won’t make much difference for their retirement. However, options do exist, and the selection can be very important to retirement security.