Social Security


Social Security is a crucial part of retirement planning for most people and the decisions you help them make will have a long-lasting impact on them. Our speakers have decades of experience understanding the ins and outs of the social security system. They are able to provide both a presentation of great value and answer the difficult questions as well.

Bob Hartnett

Helping Your Clients Maximize Their Social Securty Benefits

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Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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National Social Security Association, LLC

The knowledge obtained through NSSA® certificate, in conjunction with adherence to the NSSA® standards of excellence, will enable you to perpetually stay at the top of your game for Social Security consulting.

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Jamie Hopkins, ESQ., MBA, LLM, CLU®, RICP®

Jamie Patrick Hopkins is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income

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James Lange, CPA/JD

Jim Lange, CPA/JD, is the President of 3 interrelated companies that provide legal and financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a law firm that limits its practice to estate planning, the drafting of wills […]

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Tom Hegna, CLU, ChFC, CASL

Focused on providing value to companies, managers and financial advisors. Tom has had a multi-billion dollar impact on the insurance industry and he can have a multi-million dollar impact on your operation

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