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CLE: Savvy Social Security Planning: What Attorneys Need to Know
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CLE: Savvy Social Security Planning: What Attorneys Need to Know

3/14/2014

When: Friday, March 14, 2014
From 12:10 p.m. to 1:00 p.m.
Where: BAMSL Bar Center
555 Washington Ave
Saint Louis, Missouri  63101
United States
Presenter:
BAMSL Solo & Small Firm Section
Contact:
Shannan Deemie

Phone: 314-421-4134 x 3120

Registration Information
Online registration is closed.
Details

Savvy Social Security Planning: What Attorneys Need to Know About Social Security Claiming Strategies

1.0 Missouri MCLE Hours

Sponsored by the BAMSL Solo & Small Firm Section

This one-hour session will acquaint Attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on understanding and coordinating the various types of benefits (retirement, spousal, survivor) in order to maximize benefits over a client's lifetime

 

Speaker

Robert R. O’Blennis, JD (The Retirement Planning Group, Inc. and blooom, inc.)

Rob is a principal with both The Retirement Planning Group and blooom.   Rob graduated from Washington University School of Law in 2000.  Rob was in private practice for five years concentrating in the area of estate planning.  Rob joined The Retirement Planning Group in 2006 as a wealth manager.  Rob is also the Chief Compliance Officer for The Retirement Planning Group and blooom.

 

Program Chairs

Jim SchleiffarthSchleiffarth Law Firm LLC
Alex CurcuruThe Alexander Law Firm LLC

Program Agenda

11:45 a.m. - 12:10 p.m.Registration and Lunch
12:10 p.m. - 1:00 p.m.Program

In-Person Registration

WITH LUNCH WITHOUT LUNCH
BAMSL Members$10.00FREE to attend
Non-Members$30.00$20.00

eCLE Webcast Registration

BAMSL Members$20.00
Non-Members$40.00
 
 
 

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The Bar Association of Metropolitan St. Louis | 555 Washington Avenue, Suite 100 | St. Louis, MO 63101-1249 | (314) 421-4134 | Fax: (314) 421-0013

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