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Biomed/Biotech SIG: Savvy Social Security Planning  

Where
Kelly's Deli Conference Center
Next to the entrance to 7519 Standish Drive
FDA/CVM Center
Rockville, Maryland  20855

When
Dec 22, 2011    6:00 pm - 8:45 pm (GMT -5:00) EST

Savvy Social Security Planning - What Baby Boomers Need to Know to Maximize Retirement Income

To be presented by

James Chang, PhD, MBA, CFP®, CRC®
CEO & Co-Founder 
Acacia Financial Advisor

Thursday, December 22, 2011
6:00 – 6:20 PM – Networking; Pizza/drink 
6:20 – 8:30 PM – Program 
8:30 – 8:50 PM – Door-prizes drawing; Networking

Online Registration site: http://www.asq509.org/ht/d/DoSurvey/i/35817

Open to Public - $5 for non-ASQ members to cover pizza/drink cost; Free to ASQ Members, students, local interns, postdocs, FDA Commissioner’s Fellows, and current job seekers 

Program Summary

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits.

At this workshop you will learn:
  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse 
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
Speaker's Biography: James Chang, PhD, MBA, CFPTM, CRCTM

James is the CEO & Co-Founder of Acacia Financial Advisors, LLC.  He is a seasoned financial planner engaged in the area of investment planning, retirement planning, insurance planning, estate planning, and college planning.  James’ mission is to provide his clients with customized financial strategies that will help reach each individual’s financial goals. James has held the Million Dollar Round Table membership for years.  He has been recognized as a member of the President’s Club and Leader’s Court by UNIFI Companies - a reflection of outstanding performance and unparalleled dedication to client services.  He is an active member of Financial Planning Association. James earned his PhD from The University of Texas Southwestern Medical Center at Dallas and MBA from The University of Phoenix.  He is a Certified Financial PlannerTM and a Certified Retirement Counselor® professional.  He is also a Registered Principal and Investment Advisory Associate with Ameritas Investment Corp., a member of FINRA/SIPC. 

Location: Kelly’s Deli Conference Center, 7519 Standish Place, Rockville, MD 20855


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