Webinars

June 23  - 3:00 CT
Social Security WEP & GPO: FOMO, IDK or LOL.
Presenter: Mike Wilson, Integrity Financial Planning

Is your agency exempt from Social Security? Even if your agency is not exempt, might you have members who have transferred in from another agency that was exempt? Workers who are currently or have in the past been exempt from paying into Social Security may have their own Social Security “worker” benefits reduced, as well as a possible (likely?) reduction to Social Security benefits they might receive from their spouse. Are there ways to minimize the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)? How can your members better prepare for retirement in spite of the WEP/GPO and any other scary Social Security acronyms? Tune in to find out!

Michael Wilson is the owner and founder of Integrity Financial Planning, which specializes in personal retirement planning. In one form or another, Mike has been in the training and financial services industry for 30 years. He earned his MBA in Finance from Baylor University and is a Certified Financial Planner® and a Certified Retirement Counselor®. Mike and his wife Nancy reside in Salt Lake City, where he enjoys hiking and mountain biking whenever possible.

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