Log in

Welcome to The WP&BC Orange County Chapter

Log in

Social Security: Benefits, Deficits and Beyond

  • Thursday, March 16, 2017
  • 7:30 AM - 10:00 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 1


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Social Security: Benefits, Deficits and Beyond

   Our Presentation:

As more Americans prepare for retirement, questions still remain about whether there will be enough funds in Social Security to provide the benefits promised.

This presentation gives a detailed overview of how Social Security works:

· Why it’s important

· How benefits are taxed

· Ways you can address the benefits crisis with baby boomers

· Case studies that illustrate the decisions many investors face as they approach retirement

  About Our Speaker:

Thomas Rowley, is the Director of Retirement and Education Strategies with Invesco. Tom’s responsible for analyzing the evolving retirement landscape and for developing actionable strategies to help investors ad financial advisors maximize their retirement planning opportunities.

Tom’s insights reflect more than 20 years of experience in the investment industry. He brings a knowledgeable perspective to retirement planning and explains the complexities of legislative, investment, tax and social issues with clear examples and plain speech. Tom graduated from the University of Illinois at Urbana-Champaign.


Who should attend this program?

    Auditors who want to provide value added information to their clients

    Financial Advisors who want to know the latest techniques on using Social Security benefits to maximize retirement plan design and individual retirement planning.

    Plan Fiduciaries who want to know more about how Social Security benefits can be maximized to help with retirement planning.

    Record keepers who would like to have more information about Social Security to reach individual retirement goals.

    Service Providers (third-party administrators& consultants) who want the latest information about maximizing the value of Social Security benefits to help meet plan participants meet their retirement goals.

    All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.


      Continuing Education: 

    2 CE for ASPPA certifications
    2 CEC for NIPA certifications
    2 CPE for CEBS
    1.75 hours MCLE for California attorneys
    2 hours for California CPAs
    2 hours for Certified Financial Planners
    2 hour for ERPA and Enrolled Agents

    Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 10:00 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

    The reservation deadline for this event is Thursday, March 9.

    WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

    The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:

    Christine Stewart,
    Chapter Administrator


    (949) 407-9128


    Orange County Chapter
    PO Box 6111
    Garden Grove, CA 92846

    Powered by Wild Apricot Membership Software