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Do You Have a Social Security Benefits Strategy?

  • AXA Advisors 1290 6th Avenue New York, NY, 10019 United States (map)
Robert Leitner.jpg

Many Americans think Social Security is simple and straightforward, often it is not. Just recently, the bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits.

Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement. Consequently, it’s a good idea to talk with experts in the field, gather the information you need, and make informed benefits decisions.

When:

Monday, April 9th

6:00 - 6:45 PM - Check-in and Networking Reception

6:45 - 8:00 PM - Program

8:00 - 8:30 PM - Q&A and Networking

Where:

AXA Advisors

4th Floor - Soho Conference Room

1290 Sixth Avenue

(between 51st and 52nd St)

New York, NY 10019


Certified Financial Planner and Registered Investment Advisor Robert Leitner is an expert in Social Security benefits planning, retirement income planning, and other financial planning matters.

For the last 30 years, Robert has provided his clients with thoughtful, expert financial advice, guiding them toward their financial goals. Robert currently sits on the Board of Directors of the Westchester Estate Planning Council and Co-Chairs the Elder Law/Economic Security Council in Westchester. He also is a member of the Senior Law Day Committee. Robert was recently interviewed by CNBC on Social Security and Retirement Distribution Planning.

Committed to financial education and literacy, Mr. Leitner has taught adult education courses on Retirement Distributions at Purchase College. He is a member of the Financial Planning Association.

Earlier Event: January 31
Achieving Your Financial Goals in 2018
Later Event: November 8
Savvy Ladies Annual Benefit Gala 2018