- 2018 Seminars and Workshops - 

To Be Announced Shortly  http://thefinancialhq.com/varvaris  

Seminar and Workshop Topics Include:

        Estate / Personal Life Planning for People with Disabilities

        How to Apply and Qualify for SSI and SSDI

        Understanding Guardianships

       Special Needs Trusts and ABLE Act 
       SSA Ticket To Work Program
       A, B, C, and Ds of Medicare 
       Medicare or Medicaid - What is the difference?
       Understanding Asset Spend Down for Nursing Home Placement and Medicaid
       (covers Attribution, Income limts, MAGI, MMMNA for Community Spouse and more)

       When and How to Elect Social Security Retirement

Our seminars are available for parents, consumers, support groups, organizations and professionals.

We are currently scheduling educational workshops and seminars for 2017. We invite you to call.

*To reserve your seat, to learn more about our upcoming seminars or to schedule a presentation for your group:

CALL:  (319)-862-0363

Our newest presentaton 'When and How to Elect Social Security Retirement Benefits' is now available for for retirees and pre-tirees, HR professionals, church groups, benefits counselors, union organizations, senior associations including AARP and IPERS.    

For many years, our clients have been asking me to help them with their Social Security retirement options, because they know that I have knowledge and experience working with the Social Security System·

I'm now very happy to inform you, that I recently developed a new presentation to help retirees and pre-retirees understand when and how to elect Social Security retirement.

I also have a highly sophisticated proprietary software program that I use when working with clients. The program will actually show you what strategy will give you the highest benefit payout over your lifetime.

I assemble this information for each of our clients in a professional 'Personalized Social Security Maximization Report,' that is easy to understand.

Knowing when and how to elect your benefits can easily increase your accumulative payout by many thousands of dollars. My 20 years of working with Social Security disability clients helped me to quickly learn this new knowledge base.

Our new educational workshops and the professional report that we generate for clients can help you understand answers to questions such as:

  • Should I file now or later
  • What is my breakeven point
  • What are the options for my spouse
  • What is the impact of continuing to work
  • Should I file and then suspend payments
  • How can I reduce taxes on my social security
  • What if I claim early and then change my mind
  • What strategies can I use to maximize my payout
  • Should I file for Social Security Disability income first
  • Should I claim under my spouse's earnings record or my own

The link below will provide you with a short yet informative video about Social Security retirement. I encourage you to watch it.  The link will also answer questions if you own an annuity - perhaps you bought it from some financial agent who hosted a dinner sales event at a local restaurant?    http://thefinancialhq.com/varvaris

To schedule an appointment or to arrange an educational workshop for your group or organization, please contact me at frank@disabilityplanning.org or by phone at 319-862-0363

We have been offering our clients the following specialized services since 1990:

  • Special Needs Trust Administration
  • Estate and Financial Planning assistance for families who have a child or other family members with disabilities
  • Qualifying for SSI
  • Applying for Social Security Disability
  • Medicaid Planning
  • Protecting Resources
  • Spend down strategies 
  • Understanding Guardianships
  • Personal Life Planning
  • Resource for attorneys and Special Needs Trusts
  • Lawsuit - Personal Injury Structures to Protect Benefits
  • Ticket to Work for consumers who want to work
  • Assisting retirees and pre-retirees with retirement concerns including When and How to Apply for Social Security Retirement Benefits and other related concerns
  • and more . . .

Divisions of Frank A. Varvaris & Associates

  • Administration of Special Needs Trusts
  • Estate/Life Planning for People with Disabilities
  • Applying for Social Security and Handling Appeals
  • Social Security Retirement and Maximization Planning 
  • Lawsuit Settlement Structures for benefit eligibilty 
  • Ticket to Work EN