About the episode:
Are your female clients getting the most out of their Social Security benefits? Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women and why it’s so important.
Whether you’re serving divorced, widowed, or married women, you’ll discover how to help your clients navigate complex Social Security rules and avoid leaving money on the table.
Key Topics Discussed:
Listen in as they share real-world case studies and practical approaches that can transform your retirement planning for women and the future of your practice.
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About the Guests
Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, is the head of Social Security planning at OneTeam Financial and one of the nation’s foremost specialists in this field. With nearly thirty years of experience, he has helped thousands of clients maximize their retirement income benefits. Ash holds multiple certifications, including Certified Financial Planner™ (CFP®), National Social Security AdvisorSM (NSSA®)*, and Certified in Social Security Claiming Strategies (CSSCS). In 2016, he was recognized as the “National Social Security Advisor of the Year” by the National Social Security Association.
Ash’s expertise has been featured in prominent publications such as The Wall Street Journal, Barron’s, and U.S. News & World Report. He is a sought-after speaker at conferences and industry events. With a Bachelor of Commerce from the University of Toronto, an MBA from Wharton Business School, and a background in chartered accounting, Ash brings a wealth of knowledge to his role.
Julie Manning, RICP is a veteran financial professional with over 23 years of experience in the industry. Starting her career in disability insurance, she found her passion in helping people during challenging financial times. This passion led her to transition into full-scale financial planning and ultimately founding her own firm. Julie holds the Retirement Income Certified Professional® (RICP®) designation, which she leverages to provide comprehensive guidance on retirement and income planning strategies.
Known for her educational approach to financial services, Julie creates a welcoming, non-intimidating environment for her clients, with a particular focus on serving women. She partners with Woman’s Worth® to address the unique financial challenges women face in their later years, and her dedication has earned her Circle of Excellence recognition from Women in Financial Services (WIFS). Outside of her professional life, Julie resides on a 17-acre country property with her husband, Greg, where they raise chickens and enjoy rural living. She balances her work with various hobbies and time spent with her eight children and two grandsons.
* The National Social Security Advisor (NSSA) of the Year award is given to a finance professional who specializes in advising clients on Social Security benefits. The NSSA board reviews contributions of candidates and chooses the award recipient based on their professional achievements and their dedication to advancing Social Security literacy in their communities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. October 2016.