Social Security for US Expats: How do I Maximize Benefits? With Expert Tom Clark
June 30th – 7:30 PM Israel 12:30 PM ESTAre you a US expat currently in the workforce, retired or in the process of retiring? Do you know how to maximize your Social Security benefits?
Fret not! Nardis Advisors is hosting a free webinar on Tuesday June 30th, featuring Social Security expert Tom Clark on a plethora of topics, including:
- Eligibility rules
- Solvency of the system
- When one can claim
- Does it make sense to pay social security as an expat
- Spousal benefits – especially non-US Spouses
- Survivor benefits
- Divorcees benefits, etc.
Thereafter Norman H. Chait, CFA, will present a couple of key issues and Social Security planning strategies for US expats living overseas.
This webinar is designed for US expats living around the globe. A full recording will be sent to all registrants, so register today!
Tom Clark
Social Security ExpertHaving worked for the Social Security Administration for 33 years under different titles such as Claims Representative, Operations Supervisor, Field Representative and Public Affairs Specialist, Tom is the Social Security expert. Tom gave more than 6,000 speeches while working for Social Security, more than anyone in the history of the Social Security Administration, and was twice presented with the Commissioners Citation, Social Security’s highest award. Tom received four Deputy Commissioner of Communications Citations for excellence in making the complexities of Social Security and Medicare easily understandable. Many publications with a monthly readership of over 2 million persons have published Tom’s columns about Social Security. He has also produced and appeared in over 200 TV shows about Social Security. One of Tom’s areas of expertise is in pensions based on work not covered by Social Security, such as Teacher’s Retirement of Texas, and how that can affect Social Security benefits.
Norman Chait
Managing Principal, Nardis AdvisorsNorman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals and families, especially for US citizens living overseas. He has 30 years of experience in all aspects of the traditional and alternative investment universe.
Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from 1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.
Norman moved back to Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.
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