Webcast Savvy Social Security Planning
August 2012
Savvy Social Security Planning
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Description
This session will help participants understand the importance of Social Security planning - the options that individuals have in benefit selection and how essential it is to consider the lifetime implications for individuals, spouses, divorced-spouses, survivors and even dependent children or grandchildren in the planning process.
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Agenda
11:30 AM - 12:00 PM
Registration
12:00 PM
Topics Will Include:
- Understanding the unique characteristics and lifetime value of Social Security Benefits
- Benefit viability and sustainability projections - OASDI 2012 report
- Determination of Social Security Benefits
- Personal, Spousal, Divorced - Spouse, and Survivor Benefits
- Coordination of benefit selections
- Benefit opportunities to maximize potential for lifetime earnings.
- Taxation of benefits
- Benefit importance and integration in overall retirement income and estate planning
1:00 PM
Adjourn
Presented by Bradley L. Kolstoe, Financial Advisor
Program Series Chairs
Spencer Crona, Esq.
Brown & Hulbert, LLC
Denver, CO
Walter M. Kelly II, Esq.
Miller & Steiert, PC
Littleton, CO
Faculty
Bradley L. Kolstoe is a thirty-plus year veteran of the financial services industry. He has designed and developed numerous income related products and programs over his career focusing on lifetime-retirement income planning. He is an advisor with an international investment firm and works with advisors, clients, and other professionals helping them understand the importance and lifetime impact of integrating Social Security planning into the retirement decision. In the course of his consulting he developed the RetireTouch™ Planning Guide to assist individuals in structuring their retirement planning through timeline/event coordination and sequencing to help them better visualize the timing of retirement dates and the income triggering that needs to occur through the retirement transition. He is a graduate of Colorado State University and earned his BS degree in both the physical and biological sciences..
Registration Fees
| Non Member | $59.00 |
| CBA | $39.00 |
| TRUST | $29.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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