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Chapter # 0011

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July Chapter Meeting

HR Social Security - Facts, Tips, & Strategies to Empower


This presentation will give HR professionals working knowledge to empower them to have more proactive conversations about choices employees have when retiring, and why a social security plan is so important. Couples could be leaving $500,000 or more of benefits with the government by saying, " I'm 62, I'll just take it now." This presentation illustrates how, what ,and
why employees need to put more thought into when electing to take their Social Security benefits.
Attendees will learn:
• What you should know - how it is set up and functions
• How credits are earned, years when you get a zero, what happens?
• How to Receive an 8% Increase
• Myths - and why these still exist
• The "2 Gaps" that appear, and a framework to fill them
• Functional Knowledge of what (human nature) leads people to choose, and
knowledge to allow the HR professional to steer employee conversations
towards a more proactive thought process for employees getting ready to make this choice

*All attendees will receive *The 8 Social Security Filing Strategies, you want to know about* report

 

Speaker:

 

Graham Lucht - Designing & Implementing Successful Financial Strategies at Alliance Financial Group

 

Graham specializes in Designing Financial Strategies:
Retirement Distribution Strategies ‐ using his "Bucket Distribution Strategy" philosophy to recapture those lost resources like time or cash flow. Retirement income should be a well planned distribution strategy that provides a lifetime income and that is built to last.
Business Owners Exit Strategies ‐ Business Owners exiting their business are looking for a plan to mitigate the taxes created from the proceeds of that business sale.
He also designs tax efficient strategies that can defer or recapture lost tax dollars from that lump sum; as well as build a plan to turn that business sale into a lifetime income so you can retire comfortably.

 

                             LinkIn with Graham

 

Chapter Meeting Details:


Agenda:                                                                                                           Location:

 11:30 AM - Registration Begins                                                                       Sheraton Jacksonville

 12:00 PM - Meeting Begins                                                                              10605 Deerwood Park Blvd.

 12:30 PM - Presentation by Graham Lucht                                                      Jacksonville, FL 32256

   1:30 AM – Meeting Adjourns                                                                          (904) 564-4772

 

 Click here or go to events calendar to register!

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Calendar

7/9/2015
July 2015 Chapter Meeting

7/22/2015
Newcomer's Breakfast

Newest Members
SHRMJacksonville #0011
PO Box 60155
Jacksonville, FL 32236