AMAC Foundation Newsletter - June
Your May 2021 AMAC Foundation Newsletter
_June 2021_
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Concierge Service Launched!
 
 
During the week of May 10, our Social Security Advisory Service
launched, on a pilot basis, its Social Security Concierge Service. As
you may recall from prior newsletter articles, this new service is
targeted at small- to medium-sized companies and financial services
firms not having administrative staff to handle detail questions about
the broad subject of Social Security.
Although the fully "packaged" approach we've developed is structured
as a two-day engagement, we elected to do an abbreviated trial at SECO
Energy, a local electric cooperative, presenting a summarized overview
of Social Security concepts and following that with an on-site Q&A
session. In photo below, Advisors Russ Gloor and Sharon Kleczka are
pictured handling the stream of questions.
More than 50 SECO employees participated in the pilot, some
virtually, rating the content very high in terms of overall quality.
Here's a sampling of the comments from attendees:
* Real information that was easy to understand
* Good to know there is someone you can call for questions
* Very clear and understandable information
* Very informative and easy to understand
* There was a lot of good information about SS that I was unaware of
and it was helpful
* I think that the speakers were well-versed and have a lot of
knowledge
* Presenters were very knowledgeable and personable
Our plan going forward is to make some modifications to the program's
structure, and then move ahead with an advertising campaign to promote
the service first statewide, and then onto the national stage. The
full two-day program will include these components:
* A complete and focused seminar on Social Security, from basics to
details (about a four- to six-hour session)
* • Focused discussions on items pre-selected for the audience
(e.g., spousal benefits, survivor issues, calculation of benefits,
filing strategies, rules for government retirees, etc.)
* • Individual appointment-based sessions to discuss questions,
personal situations, etc. like:
* Break-even strategies
* Specific spousal and survivor benefits
* Medicare/Social Security issues
* Foundation publications ("Ask Rusty" collections, "Who's Who in
Social Security," article reprints)
Although our phone/email service is free to the public, we plan to
charge a modest fee for this new service, since there would be travel
involved as well as potentially a large block of dedicated research
and counseling time.
 
 
"Wow! Thanks for the thorough and quick response. Trying to read and
understand the convoluted social security regs on my own was making my
head hurt. I believe you have answered all my questions. What a great
service you are providing."
Wayne H., a satisfied Social Security Advisory Service user
 
New Webinar Series in Partnership with Alzheimer's Association
 
 
The AMAC Foundation is pleased to join with the Alzheimer's
Association in its mission of leading the way to end Alzheimer's and
all other dementia -- by accelerating global research, driving risk
reduction and early detection, and maximizing quality care and
support. Toward this end, we are partnering with them in the delivery
of a three-part series designed to focus on aging and dementia,
covering specific topics like understanding the disease, improving
communications with those living with the disease, and dealing with
behaviors related to dementia.
These programs will be presented free of charge as online webinars
The first program in this series will be held Thursday, June 3, 2021
beginning at 10:00 am. Check out the flyer for this program here
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go to [link removed]
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to register.
The remaining two sessions in this series are scheduled as follows:
Thursday, June 10, 2021 - 10:00 am Topic: Dementia and Effective
Communications (flyer
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To register, go to [link removed]
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Thursday, June 17, 2021 - 10:00 am Topic: Understanding & Responding
to Dementia-Related Behavior (flyer
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To register, go to [link removed]
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_The sessions will be recorded and available for on-demand access._
If you need any additional information, contact the AMAC Foundation
office at 888-750-2622 or email us at [email protected]
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and we'll get you signed up!
 
Welcome, Social security Advisor Deb Parmigiani
 
 
Deborah Parmigiani (pictured below) has achieved her National Social
Security Advisor certificate from the National Social Security
Association LLC in Cincinnati. Deb joins the AMAC Foundation Social
Security Advisory Service as its seventh accredited Advisor.
The NSSA certificate promotes advanced Social Security education,
providing Deb with the knowledge to counsel constituents on the best
way to claim benefits in order to optimize lifetime Social Security
income. The program's training module helps prepare advisors for the
myriad questions they face, and paves the way for the more in-depth
training provided by the Foundation staff. Once trained, the
Foundation's Advisors guide constituents through the many available
Social Security options and clarify the thousands of rules that need
to be understood. NSSA-accredited advisors are uniquely qualified to
help the growing numbers of baby boomers still aging into Social
Security, and are considered to represent the gold standard in Social
Security accreditation.
The NSSA certificate program was created by CPA Marc Kiner and Jim
Blair, a 35 year veteran of the Social Security Administration. The
AMAC Foundation has worked closely with Marc and Jim since formation
of its Social Security Advisory Service in 2016, with its Advisory
staff now having served well over 16,000 requests for help from folks
struggling to understand the options available to them.
"For more and more people, Social Security is going to provide an
important part of their retirement income," said Blair. "NSSA advisors
are passionate about helping retirees optimize their benefits over the
rest of their lives."
For more information about the NSSA program, go to
www.nationalsocialsecurityassociation.com
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and to learn more about the AMAC Foundation's Advisory Service, visit
www.AmacFoundation.org/Services
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AMAC Foundation
312 Teague Trail
Lady Lake Florida 32159
United States
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