Annual Meeting Cocktail & Speaker Event - Social Security Myths Debunked
JOIN US FOR THE FINAL EVENT OF THE 2025-2026 SEASON!
Our Annual Meeting on Wednesday MAY 13 2026 will be a cocktail and hors d'oeuvres format from 4:30 pm - 6:30 pm - an invitation for everyone to leave the office a bit early!
We are proud to announce that LEAR & PANNEPACKER LLP - Certified Public Accountants & Advisors - have generously committed to sponsor this event and we look forward to mingling with some firm members! In the meantime, please visit our Sponsor Page or click the link below to learn more about their team and fantastic services they offer....
The Annual Meeting will include a presentation of the proposed Board Slate for 2026-2027 for vote and our welcoming Featured Speaker ASH AHLUWAHLIA, CFP from OneTeam Financial who will discuss 'Social Security Myths Debunked!"
ASH is a highly sought-after speaker in estate planning and social security circles. He has presented to countless estate planning councils, legal, financial and CPA firms, bar associations and planned giving non-profits in NJ, NY, PA, as well as spoken on radio and TV.
ASH is the head of Social Security planning at OneTeam Financial, a certified financial planner professional, chartered accountant and has a certification in Social Security planning from the National Social Security Advisor with a focus in social security claiming strategies. You can read more about Ash at the OneTeam Financial link below.
Social Security is often the largest retirement asset for most and it can amount to $1m+. Owing to the complexities of the Social Security program, many leave money (i.e. unclaimed benefits) on the table. Come learn the basic of how to help your clients customize the best strategy for their situation!
This is DEFINITELY a not to miss event and our last chance to connect for the season before summer starts.
RSVP today!
