Understanding Social Security Choices

  • 10 Jan 2023
  • 11:30 AM - 1:00 PM
  • Location: J-Renders Speakeasy - 3191 Beaumont Centre Cir Lexington, KY 40513

Registration

  • Includes Lunch and CE credit provided

Registration is closed



 
      Lexington Chapter of Financial Service Professionals
Presents:

 "Understanding Social Security Choices"

Jim Blair with Social Security Consultants, LLC will present a better understanding of the choices a person has when it comes time to sign up for Social Security.  In light of the proposed changes by congress to SS having this knowledge will strengthen advisors as they assist their clients with their social security planning. 

Jim is currently part owner and Social Security Consultant with Premier Social Security Consulting. Jim is also a certified instructor for the National Social Security Advisor Certificate program. Jim retired after 35 years with the Social Security Administration. Jim worked as a Service Representative helping individuals to solve problems with their Social Security benefits, a Claims Representative taking claims for retirement, survivors, disability and health insurance and retired as the District Manager of the Piqua, Ohio Social Security office. Jim created and developed the National Social Security Advisor Certificate program with his partner, Marc. Jim is a graduate of the University of Cincinnati with a Bachelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC. Jim lives in Cincinnati with his wife Pat. Jim and Pat have two children, five grandkids and two great grandchildren.

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Tuesday, January 10th  -11:30AM - 1:00PM


Location:
J-Renders Speakeasy

  3191 Beaumont Centre Cir
Lexington, KY 40513

Approved for: 1 hour of CE, CFP, CLE and CPE credits
for those who attend. 

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Click the link below to join!


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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
       
EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | Business Wire


 

                                           
                  
             

 
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Lexington Chapter FSP Board of Directors:
    
     
Genevie Osborn, MBA, CPFA --President 
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF - Vice President    
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
 Kimberly Johnson, CLF, CLTC--Immediate President
Jeff Schriefer, CTFA
Melissa Gayheart, JD
William Atkins, CPA
Taylor Stuckey, CPA, JD, MS
Randall Young, CFP
Austin Duvall, CFP

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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