AMAC Foundation Newsletter - April
Your April 2021 AMAC Foundation Newsletter
_April 2021_
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Advisory Service's Concierge Program Set for Launch!
 
 
We've been working toward this goal for a few months now, and we've
finally arrived. The initial launch of our Social Security Advisory
Service's Concierge Program is set to launch Tuesday, May 11, 2021 at
SECO Energy. Our plan is to conduct two focused briefings on Social
Security's key elements, followed by on-site question and answer
sessions for individual attendees needing to discuss their personal
situation with an Advisor.
The content for these initial briefings will address the basics that
everyone should know, from benefit eligibility to how benefits are
calculated, as well as the critical issues that face folks approaching
the filing decision point. For example, like how early or late filing
affect benefit amounts, and working after claiming and before full
retirement age, just to name a few. We'll also cover the issue of how
benefits are taxed at the federal level, something important for
filers to be aware of, as well as issues related to spousal benefits,
disability, and the intersection of Social Security and Medicare.
Our plan is to conduct a second pilot session on Thursday, May 13,
and then evaluate the effectiveness of the concierge approach, and
make any necessary adjustments before moving forward with additional
sessions. The first two sessions at SECO will cover about 50
employees, and will give us a good base to assess how well the program
works.
SECO Energy is a not-for-profit electric cooperative serving more
than 200,000 consumers across seven counties in Florida. They
presently employ more than 400, giving us an excellent evaluation base
for our Concierge Program. Stay tuned for updates on how we're moving
forward after the May pilot ventures!
 
 
"A ship is always safe at shore, but that is not what it's built
for."
-Albert Einstein-
(1879-1955)
 
We're Back in the Live Seminar Business!
 
 
And, it went pretty well. We returned to the Lady Lake Library for
our first live seminar venture in over a year, with the entire
Foundation Social Security Advisory Staff taking the opportunity to
showcase their talents in a detailed review of this important subject.
We of course followed the host's COVID-19 restrictions on social
distancing, masks, and snack precautions, but that didn't present any
concerns for us. Our on-site audience was light, indicating that many
Seniors are not quite ready for group events, but we expected that so
we live-streamed the seminar to a virtual audience. In addition, we
recorded the event for on-demand viewing and it's now available on our
Foundation website, under the Social Security tab on the Videos page.
Here's a direct link to the recording
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In the photo below, Advisor Sharon Kleczka explains a facet of Social
Security's intricate rule structure, the Restricted Application and
it's gradual disappearance form the scene.
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Elder Fraud Issues Take Center Stage on Foundation Website
 
 
At the urging of one of our constituents, and recognizing that Elder
Fraud is a growing problem in America (and globally), we elected to
populate the blog page on our Foundation's website with a serious of
articles highlighting the scam situation and its impact on Seniors.
Specifically, we posted the following editorials:
* Monday, March 22: Elder Fraud Takes On a New Dimension as Stimulus
Checks Arrive
* Tuesday, March 23: FBI: Internet Crime up Almost 70% in 2020
* Wednesday, March 24: Internet Crime - Who's Affected?
* Thursday, March 25: Focus on Elder Fraud
* Friday, March 26: Identity Theft
The AMAC Foundation, along with AMAC, Inc., takes the subject of
Elder Fraud and the perpetration of cybercrimes against Seniors very,
very seriously, and both media outlets have published a variety of
alerts and informative bulletins in the past. Because of the growing
threat against our constituency, though, we elected to package a
series of related items together to draw more attention to the problem
and to help our readers navigate the hazards.
In the future, watch for announcements on additional information on
this subject, including potentially a formal program involving a major
partner to address this problem in greater detail.
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AMAC Foundation
312 Teague Trail
Lady Lake Florida 32159
United States
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