Chapter Events -- Past

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

 (Accepted for -1- CFP® CE Credit - Course Code: 326996) 

Boost Your Retirement Planning

Join Us for an Informative Seminar on Social Security!

Social Security is a critical element of retirement planning, providing essential benefits to millions of Americans. However, navigating its complexities can be daunting. This seminar is designed to demystify Social Security and equip financial professionals with the knowledge to guide their clients effectively.

Course Highlights:

• Overview of Social Security Benefits: Understand the evolution and current state of Social Security, including its funding and benefit structure.
• Determining Benefit Amounts: Learn about the Primary Insurance Amount (PIA) and Full Retirement Age (FRA) calculations, eligibility criteria, and cost-of-living adjustments.
• Optimal Timing for Benefits: Explore the implications of starting benefits early, at FRA, or delaying them for maximum advantage.
• Impact of Other Income: Discover how working, pensions, and other income sources can affect Social Security benefits.
• Spousal and Survivor Benefits: Gain insights into benefits available for spouses, survivors, and divorced individuals.
• Strategic Filing Decisions: Learn strategies to optimize Social Security benefits and integrate them into a comprehensive retirement plan.

Steven T. Sweeney is the Vice President of Advanced Markets and Solutions at Allianz Life Insurance Company of North America. With over 17 years in the financial services industry, he has extensive experience in financial planning and uses sophisticated techniques to assist financial professionals in guiding their clients. Before joining Allianz, Sweeney held positions at Prudential and Transamerica and worked as a life insurance and variable annuity wholesaler. He is a featured speaker at regional and national conferences and has authored numerous financial planning articles. Sweeney holds an MBA from Colorado State University and a Bachelor's degree from the University of Pittsburgh. He is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and a Retirement Income Certified Professional.

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

(Accepted for -1- CFP® CE Credit - Course Code: 312155) 

Get ready for an exciting presentation event!

Private infrastructure is expected to overtake real estate as the largest real asset class by 2026. Don't miss this opportunity to explore the incredible investment potential of infrastructure and discover three global megatrends that will shape our future markets. Join us and gain valuable insights into this transformative asset class!

Steve Pointer is a Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management. With over 15 years of experience, he specializes in educating and implementing sophisticated private and traditional market solutions. Steve holds a B.A. in Business Communication from the University of California, Santa Barbara, and hodls his Series 7, 63, & 65 Licenses. He is an active partner in the Financial Planning Association. Steve resides in Phoenix, Arizona, with his wife and two sons.