Social Security Advice

Seminar Season in Full Swing 

It’s been a busy fall for seminars, with several yet to come as I write this:

On September 15, Peter presented to a group of 30-35 clients of Cheryl M. Taylor, CFP® and Mary E. Mikel in Rochester, NY.

On September 17, Peter presented to the attorneys and staff of Harris Beach, a large law firm located in the Rochester, NY, area.  About 50-60 attended in person with another 15-20 tuned in by video conference from the firm’s satellite offices.

September 29 found Peter in Hicksville, NY, where he presented to over 100 members of the National Conference of CPA Practitioners.  On the following morning, September 30, about 20 members of the Nassau Chapter of New York State Society of CPAs attended his presentation.

On October 1, a small group of specially invited CPAs and their hosts attended Peter’s CPE seminar, sponsored by National Financial Legacy Group, a Penn Mutual affiliate in Hunt Valley, Maryland.

On October 15, about 30 members of the Vermont NAIFA chapter attended a CE seminar that Peter presented in Burlington, VT.

On October 22, Peter presented to a group of 43 at the Grasonville (MD) Senior Center.  The event was co-sponsored by Jonas Nicholson, financial advisor, and Fellows, Helfenbein & Newman Funeral Home.

On November 4, an audience of 81 – primarily CPAs and Enrolled Agents – attended a special seminar in Essex Junction, VT, under the sponsorship of the UVM Extension Tax School.  Peter will present the companion seminar to tax preparers from Southern Vermont on Monday, November 10, in Killington, VT.

On November 12-13, Peter will team with the firm of Rubino and Liang, LLC, to present public seminars in Burlington, MA and Dedham, MA.

Finally, on December 4, Peter will present at the Vermont Tax Seminar in Burlington Vermont.

More Client Testimonials:

Newly married in our 60’s, we were referred to Peter by our attorney, who was structuring our trust and other legal documents. From the first call we found Peter to be extremely professional, knowledgeable, and very engaging.  Once we talked about our plans for the future and answered his questionnaire, he prepared seven different scenarios on how we might optimize our social security distributions.  It was easy to pick the plan that best fit what we needed.  My wife said: “This may be the best money we have ever spent!”

We highly recommend “The Maven” to anyone looking to decipher their way thru all the nuances of Social Security.

Fritz and Joan Hirchert, Virginia Beach, VA

 

After being very impressed with an information session he conducted through our local Credit Union, we came into our meeting with Peter pretty certain about what we wanted to do (my husband took Social Security just shy of turning 70, but I’m younger and wanted to look at taking it at 62). Peter did what a really good consultant does and re-framed the question for us: what were our goals and what was important to us? How much would we need to live on over the long term? What were all the sources in addition to or in place of Social Security we could draw upon to reach our goals?  He also presented a couple of options and scenarios we hadn’t even considered and hadn’t been aware of.  Although we may end up making the same decision we thought of initially, we’ll do so from a much stronger base of information and analysis thanks to the thought-provoking questions Peter raised with us. I’d certainly recommend starting with him when you think through your Social Security options.

Roberta Harold, Montpelier, VT

 

For many years I have known Peter as a very accomplished estate planning attorney who has worked on many sophisticated and elaborate strategies to maximize retirement savings and income.  When I heard he was now focusing on Social Security I was intrigued because that seems so simple compared to what he had been doing. 

Turns out, it’s just not that simple.  In fact, it’s surprisingly complicated, but Peter is very clear and thorough, and has developed his usual deep insights into the many nuances of the program.  We had him take a look at our situation and he was remarkably helpful in describing several strategies we should consider to optimize our decisions about when and how each of us should take our Social Security benefits. 

He customizes his work to your specific circumstances and his insights will help you make the most appropriate decision for your family.  He doesn’t waste any time either so I found the process refreshingly simple yet impactful.

I highly recommend Peter to anyone approaching Social Security retirement age.

Thomas H. MacLeay, Chairman, Board of Directors, National Life Group

Partners Only Section

This is a password-protected section of the website intended for financial services professionals, CPAs, attorneys, employers, and others who are interested in partnering with me to make my Social Security expertise available to their clients, employees, and other constituencies.

To gain access to this section, you may obtain a password either by contacting me directly or by using the Ask a Question portal of this website.