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UCI Business School Unravels The Mysteries Of Social Security

Expert to Share Insight on How to Prepare for Retirement and Maximize Benefits

March 9, 2016

Irvine, CA – (March 9, 2016) – The UC Irvine Paul Merage School of Business is hosting a luncheon, Unraveling the Mysteries of Social Security: How to Maximize Your Benefits, to be held on Monday, March 21 from 11:30 a.m. to 1:30 p.m. at the Costa Mesa Hilton.

Are you confused about Social Security?  When should you take Social Security?  Will Social Security be around when you retire?  All these mysteries and more will be unraveled by featured keynote speaker, Jim Pavletich, a 36-year veteran of the Social Security Administration (SSA) and founder of Social Security Consultants, LLC, who will advise guests about the upcoming changes in Social Security benefits and help answer questions about the best course for getting the most out of retirement.  An expert on Social Security Retirement, Survivors and Medicare benefits, Pavletich will share free retirement planning tools along with his insight on:

  • Eligibility Requirements
  • Benefit Calculations
  • Payments for Other Family Members (Spouses, Children, Divorced Spouses)
  • Age and Filing Options
  • Survivor Payments
  • How Work Affects your Payments
  • Strategies for Maximizing your Benefits
  • Taxation of Social Security
  • Basic Medicare Information

Unraveling the Mysteries of Social Security: How to Maximize Your Benefits is one event in a series of community programs offered by the Center for Investment and Wealth Management at the UC Irvine Paul Merage School of Business.  Tickets are $75 per person and $50 for UCI students, alumni and staff.  Seating is limited.  To register, visit: merage.uci.edu/go/socialsecurity or contact Lee Anne Maki at lmaki@uci.edu or 949.824.2675.  Complimentary parking and lunch are included. 

About Jim Pavletich
Throughout his 36-year-stint with the Social Security Administration (SSA), Jim Pavletich held various management positions and served as a Claims Representative and technical expert. In the final six years of his career, Pavletich worked as the Public Affairs Specialist (PAS) for Arizona.  In that role, he served as the primary media contact and information officer responsible for all media inquiries related to the SSA within the State of Arizona. He also served as the Agency liaison with Federal, State and Local Government and private entities.  Pavletich is a noted speaker and has presented at numerous conferences and other public venues providing education and information about SSA’s benefits, and applicant options under the Retirement, Survivors, Disability and Medicare Programs.  In 2010, Pavletich and his wife, Jan, also a Social Security veteran, began a benefits-planning practice called Social Security Consultants.  The firm, located in Chandler, Arizona, is focused on advising retirees and other advisers on claiming strategies.

About the Center for Investment and Wealth Management (CIWM)
The CIWM is one of seven Centers of Excellence at the UC Irvine Paul Merage School of Business. Its mission, under the guidance of Faculty Director Andrew J. Policano and the highly valued CIWM advisory board, is to expand knowledge of the complex issues concerning the creation, management and transfer of wealth and to be a respected, transparent source of timely information, educational programs and research on financial literacy, investment and wealth strategies. The CIWM vision is to emerge as a thought leader and source of innovative analysis and provide rigorous analysis and critique of existing practices and will become widely recognized as a hub of activity, research, network and application for a vital international industry.

About The Paul Merage School of Business

The Paul Merage School of Business offers four dynamic MBA programs, a Master of Professional Accountancy – plus PhD and undergraduate business degrees – that deliver its thematic approach to business education: sustainable growth through strategic innovation. It graduates leaders with the exceptional ability to help grow their organizations through analytical decision-making, innovation and collaborative execution. In-class and on-site experiences with real-world business problems give students the edge needed to help companies compete in today’s global economy. To learn more, visit: merage.uci.edu.

Anne Warde


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