FEPCMD Breakfast Event - "Situational Social Security"
The seminar will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, or have minor children. Attendees will understand the questions and issues that relate to all clients and understand how to ask probing Social Security questions to unlock additional benefits for clients.
Agenda:
- 8:00 am - Breakfast Buffet (will remain open during presentation)
- 8:30 pm - Presentation with Mark Kiner, CPA - "Situational Social Security"
- 9:30 am - Conclusion
Cost to attend: $40 per person
Speaker Bios:
Marc Kiner, CPA
Marc is currently part owner and President with Premier Social Security Consulting. He is also a certified instructor for the National Social Security Advisor Certificate program. Marc created and developed the National Social Security Advisor certificate program with his partner, Jim, and has over 30 years’ experience in public accounting. He recently sold his CPA practice to concentrate on Social Security.
Marc obtained his Bachelor of Science Degree in Accounting and Finance and a Master’s Degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio, and is the President of Premier Social Security Consulting LLC and the President of National Social Security Association, LLC. Marc is a supporter of Crayons to Computers, a free store for teachers. He lives in Cincinnati and has two sons, Jeremy, 33 and Aaron 28.
Jim Blair
Jim is currently part owner and Social Security Consultant with Premier Social Security Consulting. He is also a certified instructor for the National Social Security Advisor Certificate program. Jim retired after 35 years with the Social Security Administration where he worked as a Service Representative helping individuals to solve problems with their Social Security benefits, a Claims Representative taking claims for retirement, survivors, disability and health insurance and retired as the District Manager of the Piqua, Ohio Social Security office. He created and developed the National Social Security Advisor Certificate program with his partner, Marc.
Jim is a graduate of the University of Cincinnati with a Bachelor of Science degree in Administrative Management and Personnel Management. Jim is Vice President of Premier Social Security Consulting LLC and National Social Security Association LLC. He lives in Cincinnati with his wife Pat. They have two children, five grandchildren and two great grandchildren.
