In this webinar with Social Security expert Tom Clark, we will cover the most pressing questions that a US expat would have about Social Security, such as:
- Eligibility,
- Spousal benefits,
- Pension offsets (WEP),
- When to start taking it,
- & more!
Date: Tuesday, May 28th
Time: 7 PM Israel, 12 PM Eastern time
Speakers:
Tom Clark, Social Security speaker and consultant
Norman H. Chait, CFA – Managing Principal, Nardis Advisors LLC
Register below or email nchait@nardisadvisors.com and we’ll see you there!
About Tom Clark
Tom Clark spent 33 years working for Social Security as a claims representative, operations supervisor, field representative and public affairs specialist before retiring in 2011. Tom has made more than 6000 speeches and talks-more than anyone in the history of the Social Security Administration. As a Social Security employee, Tom received two Social Security Commissioner’s Citations, Social Security’s highest award, and four Deputy Commissioner of Communications Citiations for excellence in explaining the complexities of Social Security and Medicare entitlement. Tom is now a self-employed Social Security speaker and consultant.
Tom has a Bachelors degree from Oklahoma Baptist University.
About Norman H. Chait, CFA
Norman 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 29 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 t0 Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.
Disclaimer
Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Registration does not imply a certain level of skill or training. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
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