Are you confused about Social Security? When should you take Social Security? Will Social Security be around when you retire? All these mysteries and more will be unraveled by featured keynote speaker, Jim Pavletich, a 36-year veteran of the Social Security Administration (SSA) and founder of Social Security Consultants, LLC, who will advise guests about the upcoming changes in Social Security benefits and help answer questions about the best course for getting the most out of retirement. An expert on Social Security Retirement, Survivors and Medicare benefits, Pavletich will share free retirement planning tools along with his insight on: • Eligibility Requirements• Benefit Calculations• Payments for Other Family Members (Spouses, Children, Divorced Spouses)• Age and Filing Options• Survivor Payments• How Work Affects your Payments• Strategies for Maximizing your Benefits• Taxation of Social Security • Basic Medicare Information
Unraveling the Mysteries of Social Security: How to Maximize Your Benefits is one event in a series of community programs offered by the Center for Investment and Wealth Management at the UC Irvine Paul Merage School of Business. Tickets are $75 per person and $50 for UCI students, alumni and staff. Seating is limited. To register, visit: http://www.merage.uci.edu/go/socialsecurity or contact Lee Anne Maki at [email protected] or 949.824.2675. Complimentary parking and lunch are included.
About Jim PavletichThroughout his 36-year-stint with the Social Security Administration (SSA), Jim Pavletich held various management positions and served as a Claims Representative and technical expert. In the final six years of his career, Pavletich worked as the Public Affairs Specialist (PAS) for Arizona. In that role, he served as the primary media contact and information officer responsible for all media inquiries related to the SSA within the State of Arizona. He also served as the Agency liaison with Federal, State and Local Government and private entities. Pavletich is a noted speaker and has presented at numerous conferences and other public venues providing education and information about SSA’s benefits, and applicant options under the Retirement, Survivors, Disability and Medicare Programs. In 2010, Pavletich and his wife, Jan, also a Social Security veteran, began a benefits-planning practice called Social Security Consultants. The firm, located in Chandler, Arizona, is focused on advising retirees and other advisers on claiming strategies.
About the Center for Investment and Wealth Management (CIWM)The CIWM is one of seven Centers of Excellence at the UC Irvine Paul Merage School of Business. Its mission, under the guidance of Faculty Director Andrew J. Policano and the highly valued CIWM advisory board, is to expand knowledge of the complex issues concerning the creation, management and transfer of wealth and to be a respected, transparent source of timely information, educational programs and research on financial literacy, investment and wealth strategies. The CIWM vision is to emerge as a thought leader and source of innovative analysis and provide rigorous analysis and critique of existing practices and will become widely recognized as a hub of activity, research, network and application for a vital international industry.
About The Paul Merage School of Business at UC IrvineThe Paul Merage School of Business at UC Irvine offers four dynamic MBA programs – plus PhD, specialty masters and undergraduate business degrees – that graduate business leaders with the exceptional ability to help grow their organizations through strategic innovation, analytical decision-making, information technology and collaborative execution. While the Merage School is relatively young, it has quickly grown to consistently rank among the top AACSB-accredited programs through exceptional student recruitment, world-class faculty, a strong alumni network and close relationships with both individual business executives and global corporations. Additional information is available at .
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