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DTSTART:20110823T120000Z
DTEND:20110823T140000Z
LOCATION:Hilton Garden Inn  -  55 Town Center Blvd  Palm Coast, Fl 32164
UID:574220110823T120000ZTransforming Social Security Into a Winning Retirement Strategy
DTSTAMP:20260414T233831Z
DESCRIPTION:Life expectancy considerations\n   Whose Benefits are women collecting?\n   When should benefits be collected?\n   Early retirement benefits\n   When to commence benefits?\n   What if a client works during retirement?\n   Delayed retirement credit\n   Spousal and Survivor Benefits\n   Alternative Strategies \nSpeaker's Bio:\n  \nTony Marek, CFA®, CPA®, is a member of the U.S. Private Client team at BlackRock. He is dedicated to supporting Independent Financial Advisors throughout the state of Florida. Tony has 9 years of financial services experience which includes time spent conducting equity research for American Century Investments. Prior to joining in the investment management industry, Tony was a Senior Tax Advisor with Deloitte in Kansas City, MO where his client base consisted of Ultra High Net Worth individuals, corporations and partnerships. Tony holds a Bachelor of Science in accounting and a Masters degree in accountancy from Truman State University where he also was a 4 year letterman on the football team. He is a Chartered Financial Analyst and a Certified Public Accountant. A native of Southern California, Tony, his wife Julie, their son, Max, and daughter, Charlotte, live in Orlando, FL. Tony is an avid family man, golfer, technical scuba diver and snowboarder.\n \n **Worth 1 CE Credit for: CFP, CIMA, CLU/ChFC, CPE/CPA\n \n[Directions to the Hilton:](http://hiltongardeninn.hilton.com/en/gi/hotels/maps_directions.jhtml;jsessionid=53ZFGRJ54A0PECSGBJF3MQQ?ctyhocn=DABTCGI)\n\n Cost: $15- If you schedule a seat and then need to cancel, you must cancel by 12:00 noon on August 22nd or you will be charged.\n\n RSVP: Kirstin Moore [kwynnmoore@cfl.rr.com](mailto:kwynnmoore@clf.rr.com) or 386-677-9464\n Erin Wynn Masters, CFP, CDFA\n Vice President & Program Chair - Estate Planning Council Fun Coast\n
SUMMARY:Transforming Social Security Into a Winning Retirement Strategy - Estate Planning Council of The Fun Coast 
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