AAII Phoenix Chapter - December Meeting

The AAII Phoenix Chapter’s

December Chapter Meeting

Attend in-person or by Zoom

New Location

Tempe Public Library

3500 S. Rural Road – off route 60

MEETING DETAILS

Date:

Saturday, December 16, 2023

Time:  Arizona time

9:00     Registration

9:30     Announcements

9:40     Obscure Social Security Rules That You Should Know by Norm Haug, Vice President of Operation for Registered Social Security Analyst®

Q&A

11:15    Break

11:30    Protecting Yourself Against Cyber Crime by Craig Morningstar, Chief Operating Officer and Chief Information Security Officer for Dynamic Advisors Solutions

12:15    Door Prizes for in-person attendees

12:30    Investment Protection SIG – Clark Mills, SIG Leader

1:35      Personal Finance & Retirement Income SIG – Urban Adams, SIG Leader

Location:

There are 42 seats available each meeting for in-person attendance.

There is no limit on Zoom attendance.

Refreshments may be purchased at the library café.

Tempe Public Library

Friends of the Library meeting room

3500 S Rural Rd

Tempe, AZ 85282

Directions:

1.    Take I-10 to route 60 East

2.    Continue on US-60 E (Superstition Fwy). Go for 1.6 mi

3.    Take exit 174 toward Rural Rd.

4.    Turn left onto S Rural Rd. Go for 0.5 mile

5.    Turn left in large parking lot.

6.    Enter front door of library.

7.    Walk straight ahead, to the right of the stairs, to the café. 

8.    The meeting room is 10 feet to the right of the café.

OR

1.    Take 101 to route 60 West

2.    Continue on US-60 W to exit 174 toward Rural Road

3.    Turn right onto S Rural Rd.  Go for 0.4 mile

4.    Turn left in large parking lot.

5.    Enter front door of library.

6.    Walk straight ahead, to the right of the stairs, to the café. 

7.    The meeting room is 10 feet to the right of the café.

OR

Attend on-line

After your payment is received, you will be emailed the new Zoom link

Each meeting has a new Zoom link

FOUR REGISTRATION OPTIONS

1.    Season Pass holders

Email Terry Karpinski at Registrar@aaiiphoenix.com, if you are attending in-person or by Zoom.  If you are attending by Zoom, include your email address in order to receive your new Zoom link

2.    Pre-registration

Make your $10.00 check to:  AAII Phoenix Chapter

Mail to:  Terry Karpinski, Registrar, with the meeting date.

      If you are attending by Zoom, include your email address in order to receive     

 Your new Zoom link

     Terry Karpinski, Registrar

     319 E. Catalina Lane

     Queen Creek, AZ  85140

         The advance mail registration must be received by the registrar by Nov. 15^th

3.     Pre-registration:  On-line with Eventbrite - $13.00

This is the link

https://www.eventbrite.com/e/aaii-phoenix-chapter-december-meeting-tickets-765319650677?aff=oddtdtcreator

On-line registration must be done by December 14th

4.    At-the-door registration [space available] - $15

PRESENTATION DETAILS

Obscure Social Security Rules That You Should Know - Zoom

Norm Haug, Vice President of Operations - Registered Social Security Analyst®

9:40 to 11:10 a.m.

Certain Social Security program rules include quite obscure details that can either surprise retirees when they are affected by them or, in some cases, be a relief to discover that there is a solution to their problem. These include details about the earning’s test, pensions, withdrawing an application, voluntary suspension, and overpayments. Even the basic details about dependent benefits are frequently misunderstood. Attend this event to gain valuable insights to navigating the Social Security claiming decision with confidence.

Learning objectives:

After attending this presentation, you will be able to:

·        Recall the causes and critical actions to take if the SSA sends an overpayment bill.

• Select when and how the withdrawing of an application & voluntary suspension can be beneficial to retirees collecting Social Security.
• Identify the amount of Social Security benefits that will be withheld due to the earnings test for a specific case example.

Norm Haug is Vice President of RSSA Operations at the National Association of Registered Social Security Analysts (NARSSA), a WealthTech company that provides a comprehensive Social Security eLearning platform for professionals to earn the RSSA designation. An RSSA has the expertise to advise clients on filing strategies and the many rules that govern Social Security. NARSSA also provides back-office support and technology focused on optimizing Social Security benefits. As an RSSA, Norm helps future retirees optimize their Social Security benefits with enhanced strategies worth thousands of dollars. His responsibilities at NARSSA involve oversight of the client experience and the development of the RSSA Roadmap, NARSSA’s proprietary Social Security analytical software. Prior to joining RSSA, Norm was EVP of Strategic Alliances at Newtek Business Solutions, General Manager of PNC Bank’s merchant alliance and COO of JPMorgan Chase’s merchant alliance with First Data, now Fiserv. Norm holds a degree in Marketing from Hofstra University and served on the board of the American Red Cross of Long Island where he resides with his wife and children. 

Protecting Yourself Against Cyber Crime – In-person

Craig Morningstar, Chief Operating Officer and Chief Information Security Officer, Dynamic Advisors Solutions

11:30 to 12:10

Investment Protection SIG – ZOOM
Clark Mills, SIG Leader
12:15 to 1:15 p.m.
This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth.