- Diversity: Embracing Differences, Bridging Gaps
- Effective Succession Planning
- Understanding Social Security
- Women and Personal Finance
Date: April 13, 2013 Time: Session I: 8:45 am to 10am + Session II: 10:15 am 11:45 am Speaker: Rita Cheng Topic: The Economics of Retirement: Understanding Your Social Security Benefits Organization: Alpha Kappa Alpha Sorority: 82nd North Atlantic Regional Conference Location: Philadelphia Convention Center
About this speech:
Social Security is an earned benefit for a lifetime of work and contributions and a key part of every American’s retirement plan. It is more than just retirees who depend on these valuable benefits.
Nearly 55 million Americans—including spouses, widows, widowers and children—also receive Social Security benefits. It is important for you to understand how Social Security works so that you can select the claiming strategy that best suits your needs and the needs of your family. AARP is tasked with assisting its members, and the 50+ population, find peace of mind in retirement.
In this speech: Rita Cheng offers details, insights, and explains how you can maximize your retirement benefits.
Rita Cheng is the CEO of Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor, and a Certified Divorce Financial Analayst. She is the 2013 Chair of the Financial Planning Association of the National Capital Area (FPA NCA).
As a CFP Board Ambassador, Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She proudly serves on the FPA National Board of Directors and is a member of its Finance Committee.
She has been quoted and featured in numerous national publications and is a monthly columnist for the Washington Business Journal and the online business magazine for entrepreneurs, BeInkandescent.com.
Cheng studied at Keio University in Japan and earned her BS in Finance and her BA in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of Ameriprise Financial’s Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
Cheng specializes in working with individuals and families to help them identify, clarify, and quantify their life financial goals and objectives. Through her personalized approach, she educates and empowers her clients to plan for their financial future. She proudly serves as a CFP Board Ambassador to help raise awareness in the public, policymakers, and media about the benefits of competent, ethical financial planning.