ESTATE PLANNING COUNCIL OF CLEVELAND

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.

Special Member / Guest Luncheon!
All active members are invited to bring one potential member* to this luncheon at no charge!
*Complimentary guests must qualify for membership based on the current requirements and be registered by the current member to attend.

About the Program
The purpose of this presentation is to provide clear and concise information regarding Social Security’s age-based benefits. Attendees will gain a greater understanding of the work, age and relational requirements for retirement, spousal, and survivor benefits. The presenter will also discuss how wages can affect benefits and the various methods a person can use to apply for payments. A brief Medicare overview and description of the agency’s online services will round out the seminar.

About the Speaker
Brandon Smith, a native of Cleveland, Ohio, joined the Social Security Administration in 2003.  Prior to this, Brandon worked as a teacher for 3 years in the Diocese of Cleveland. He started his government career as a Claims Representative in the Middleburg Heights field office, specializing in Retirement, Survivors, Disability, and Health Insurance. In 2007, Brandon became the Public Affairs Specialist in the metro Cleveland area. Brandon is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties. In 2012, Brandon received a Regional Communicator Award from the Social Security Administration. Later that same year, Brandon was among the inaugural recipients of the Black Diamond award from the Greater Cleveland Delta Foundation Life Development Center. Brandon is a member of the 2014 Kaleidoscope Magazine’s 40 under 40 Club. And in the summer of 2015, Brandon received a Deputy Commissioner from Social Security’s Office of Communication for his outstanding public affairs support of the agency’s national communication initiatives. Brandon is a member of various cultural and educational institutions in Greater Cleveland, such as the Western Reserve Historical Society, the Cleveland Museum of Art, the Cleveland Metroparks Zoo and the Cleveland Museum of Natural History.  Brandon and his lovely wife, LaToya, are the proud parents of two beautiful children, Bryce and Brielle and a spoiled Lab Mix.

Dana Marie DeCapite ∙ 2016-2017 Program Chair

Reservation Policy – All attendees are encouraged to register on or before 05/08/17 and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 05/08/17, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 05/05/17).  If you reserve and are unable to attend, please call the office to cancel by noon 05/08/17 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.  

To Reserve, click "Register Now" below.

EPC Cleveland is grateful for the support of our sponsor:

Parking Options 
Option 1:  Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm.  Guests should present ticket to the reception desk at The City Club for validation.  After validation and if within the timing restrictions, the parking fee is $3.

Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate.  To take advantage, tell the valet you are attending an event at The City Club.  Once at The City Club, pick up a blue ticket from the reception desk.  Present this ticket to the valet upon claiming your car.  This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.

*Prices and timing restrictions subject to change without notice.