Meeting Details

Tuesday, March 14, 2017
8:30 am - 1:30 pm
(Registration begins at 8:30 am with the presentations starting at 9:30 am)

First Presentation:
Social Security & Medicare: Making the Right Moves
Speaker:
Robert Pepper, Bay Area Public Affairs Specialist, Social
Security Administration

Second Presentation:
Optimizing your Clients’ Retirement Benefits
Speaker:
Robert Kron, Managing Director, Blackrock

Thank You to Our Meeting Sponsor: 

   

Description:
Last year, our chapter members attended a program on the many Social Security rule changes that came from the Bipartisan Budget Act of 2015.  We had strong attendance and received positive survey results from members asking for more content on advanced planning strategies.  Thus, as requested, we have invited Rob Pepper, Bay Area Public Affairs Specialist with the Social Security Administration, and Rob Kron, Head of Investment and Retirement Education with Blackrock, to cover a multitude of advanced planning strategies such as the Government Pension Offset (GPO), the Windfall Elimination Provision (WEP), disability and survivor benefits, second and third marriages, and much more.  They will also be sharing best practices on navigating the new mySocialSecurity website and promoting awareness on useful resources.  Come prepared to dig into some of the lesser known rules, and as always, we will allow time for questions. 

Speaker Bios:
Robert Pepper, Bay Area Public Affairs Specialist, Social Security Administration
Rob Pepper is the Bay Area Public Affairs Specialist for the Social Security Administration and provides outreach to the public about Social Security programs, policies and services.

Rob began his federal service as a volunteer for the Peace Corps in Venezuela and later worked for Peace Corps staff in Washington D.C.  He began working for Social Security in 1979 and now has over 37 years with the administration.      
 
Robert Kron, Managing Director, Blackrock
Rob Kron is the head of Investment and Retirement Education for BlackRock with responsibilities for the development and delivery of practice management, wealth management and market insight programs.

Prior to joining BlackRock, Rob spent 17 years at Merrill Lynch. He was most recently the Director of Equity Awards, supporting large public company stock options, restricted and performance share plans as well as services designed to help senior corporate executives manage their benefits. Other achievements included; managing the Individual Retirement Account platform; developing and supporting innovative, industry-changing investment advice; and web-based initiatives to assist plan participants with retirement planning and investing. Rob also played a key role in the development of a comprehensive suite of financial planning tools.

Rob is a regular media spokesperson and his perspectives on Social Security and retirement planning have been featured in numerous broadcast media, including Fox, Bloomberg, Advisor TV and various personal finance publications.

Meeting Agenda

8:30 am - Registration 
9:00 am -  Chapter Announcements & Sponsors 
9:30 am - Social Security & Medicare: Making the Right Moves 
10:35 am - Q & A
10:50 am - Break
11:10 am - Optimizing your Clients’ Retirement Benefits
12:00 pm - Lunch
1:15 - Q & A 
1:30 pm - Closing Remarks

	Members	Non-Members
Early Bird Registration (Ends March 10, 2017)	$95	$115
Regular Registration (After March 10, 2017)	$115	$135

 

You may register online after March 10, 2017, however, you will be charged the Regular Registration price. Online registration closes at midnight, March 12, 2017.

*This topic has been approved by the CFP Board for 3.0 hours of CE credit. 

Register Now!