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DTSTART;TZID=UTC:20261023T110000
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SUMMARY:Social Security and You
DESCRIPTION:REGISTER HERE\n\n\n\n  \n \n\n\nUnderstanding how Social Security fits into your overall retirement strategy is essential for building a reliable and lasting financial plan. Rather than viewing it as a standalone benefit\, think of Social Security as a foundational income stream that works alongside your savings\, investments\, and any pensions you may have. \n\nLearning Objectives:\n\n\n\nEvaluate how claiming Social Security at different ages affects your monthly income\, total lifetime benefits\, and long-term financial security.\nIdentify strategies to maximize your benefits\, including optimal timing\, spousal considerations\, and tax-efficient planning.\nUnderstand how Social Security integrates with your overall retirement plan\, complementing your savings\, investments\, and other income sources.\n\n\n\nSpeakers – Jeff George \n\nWealth Management Advisor\, Managing Director\, Merrill Lynch\nInspira Health Network Board Member\, Inspira Hospital Board Chair\nGreater Vineland Chamber of Commerce\, Past President\nFormer Army Captain\, Company Commander 101st Airborne Division\, Operation Iraqi\nFreedom\n\nJeff’s Full Bio \n\n1 DLGS\, 1 SHRM\, and 1 HRCI Credit Available\nOctober 23rd\, 11:00 am to 12:00 pm – Registration \nZoom Webinar: Click Here to Register
URL:https://primepoint.com/event/social-security-and-you/
LOCATION:Webinar
ORGANIZER;CN="Judy Sailer":MAILTO:jsailer@primepoint.com
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DTSTART;TZID=UTC:20261218T110000
DTEND;TZID=UTC:20261218T120000
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SUMMARY:The SECURE 2.0 Act
DESCRIPTION:REGISTER HERE\n\n\n\n  \n \n\n\nThe SECURE 2.0 Act introduced significant changes to employer-sponsored retirement plans\, creating new opportunities to strengthen employee financial well-being while enhancing retirement plan offerings. In this webinar\, Mark Sulpizio\, Founding Partner of Innovative Benefit Planning\, will break down the most impactful provisions employers need to understand\, explain what changes are required versus optional\, and discuss practical strategies for maximizing the value of your retirement plan. Whether you’re still evaluating your approach or looking to optimize your current plan\, this session will provide actionable insights to help you confidently navigate SECURE 2.0. \n\n\nUnderstanding the Changes – Learn the key provisions of SECURE 2.0 and how they impact employers and employees. Opportunities Beyond Compliance – Discover how to leverage new plan features to enhance recruitment\, retention\, and employee financial wellness. Building Your Action Plan – Identify practical next steps for evaluating your retirement plan and preparing for future requirements. \n\nLearning Objectives:\n\n\n\nUnderstanding the Changes\nLearn the key provisions of SECURE 2.0 and how they impact employers and employees. Opportunities Beyond Compliance\nDiscover how to leverage new plan features to enhance recruitment\, retention\, and employee financial wellness. Building Your Action Plan\nIdentify practical next steps for evaluating your retirement plan and preparing for future requirements.\n\n\n\nSpeakers – Mark Sulpizio \n \nMark’s Full Bio\n\n\n1 DLGS\, 1 SHRM\, and 1 HRCI Credit Available\nDecember 18th\, 11:00 am to 12:00 pm – Registration \nZoom Webinar: Click Here to Register
URL:https://primepoint.com/event/the-secure-2-0-act/
LOCATION:Webinar
ORGANIZER;CN="Judy Sailer":MAILTO:jsailer@primepoint.com
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