Events

EPC Rochester Program on Social Security
Wednesday, January 26, 2022, 08:00am - 09:30am
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Presentation Outline for

Estate Planning Council of Rochester

 

Date:  Wednesday, January 26, 2022

Location and Time:  Virtual - 8 AM Welcome & Intros, Program 8:15 - 9:15 AM

Topic: Social Security

Speaker: Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®
Co-Director, The American College Center for Retirement Income, Adjunct Professor, Advanced Planning
The American College of Financial Services

 

 

EPC LogoEstate Planning Council of Rochester

Chapter Program

"Social Security Considerations in Estate Planning"

Wednesday, January 26, 2022

Morning Program 8:15-9:30 AM via ZOOM

 

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Handouts 

When

Wednesday, January 26, 2022 from 8:15 AM to 9:30 AM EST

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Where

Zoom

EPC of Rochester and ZOOM will send out separate ZOOM URLs after registration confirmation, the week of January 24.

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Please register now to attend the EPC of Rochester Chapter Program "Social Security Considerations in Estate Planning"

PRESENTER:

STEVE PARRISH, JD, RICP©,CLU©, ChFC©,AEP©

This is an MORNING PROGRAM 8:15-9:30 AM

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  

COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout link will be sent to you electronically in advance of the program.

It is your responsibility to print if you would like a hard copy or to open on another device to view during the program.**

About the Program

               

8:15-8:30  Introduction of Speaker and Legal Framework including explanation of codes

8:30-8:40  Current Update - findings from 2021 Annual Trustees Reports (8/30/21)

8:40-8:50  Current Update - Socio­economic factors that impact longevity

8:50-9:00  Social Security as a retirement benefit

9:00-9:10  Social Security as a death benefit

9:10-9:20  Current issues with tax, diminished capacity, and filing

9:20-9:30  Question & Answer time slot

Steve Parrish

PRESENTERS:

STEVE PARRISH, JD, RICP©,CLU©, ChFC©,AEP©

 

Sophia Duffy, JD, CPA

 

Click on link for Steve Parrish Bio

Cost To Attend

EPC Rochester Members  

Complimentary (included in your 2021-2022 dues)
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First time Guests who are prospective members will receive complimentary attendance:
Use Promo Code: FIRSTTIME

Must include email address for any CE and Zoom links


Please Contact EPC for Complimentary Registration by calling 585-586-6906 or emailing This email address is being protected from spambots. You need JavaScript enabled to view it..

Guests who do NOT qualify for Membership - $20

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All others guests - $99
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Attorneys with less than five years experience and working for a firm of less than five attorneys shall receive a 50% discount to attend all EPC meetings. Further, all law students who register in advance shall be admitted to the classes for free.

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  

COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout link will be sent to you electronically in advance of the program.

It is your responsibility to print if you would like a hard copy or to open on another device to view during the program.**

 

Register Now!

I can't make it

Handouts

 

 

Coordinator: Jamie F. Block, CFP®, CPA/PFS, CDFA®, MBA

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