Social Security: Making Informed Decisions

with Daniel Hurley, Partner, Social Security Informed

March 18, 2026

Noon - 1:00 PM CT

Virtual

PART I: When to Start Retirement Benefits

PART II: How to Maximize Benefits

PART III: Understanding the insured status provision for disability benefits

PART IV: Medicare

Learn how to help your clients make smarter decisions about Social Security benefits. In this webinar, Daniel will break down key rules, timing strategies, and factors that can impact retirement income. Whether your client is approaching retirement or planning ahead, this session will help you better understand options and avoid common mistakes when claiming benefits.

full presentation outline below ...

Daniel Hurley is a Partner at Social Security Informed. He spent the last 20 years of his career working in the financial services / asset management industry.

His first job was at the service desk for Evergreen Investments in Boston, MA. After earning a promotion off the service desk and into the sales division, his passion for the investment markets combined with a unique ability to personally connect & build business relationships were quickly recognized and rewarded.

In 2007, Daniel accepted an external sales role and relocated his family to Houston, TX. Following the financial crisis of 2008, Evergreen was sold to Wells Fargo where Daniel retained his position at the new company and continued to excel in his role.  In June 2021, he submitted his resignation and joined his dear friend and longtime mentor as a full partner at Social Security Informed.

Location:

• Virtual - Zoom link to join the webinar will be sent upon registration.

Fees:

• ALL GNSE&FPC Members - FREE
• Non-members & Guests - $25

GNSE&FPC Networking Night 

The Happ Inn - Northfield

4:30 - 6:30 PM

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Unwind and connect at the GNSE&FPC Networking Event! Enjoy cocktails, hors d’oeuvres, and great conversation with fellow professionals. Whether you're making new connections or reconnecting with colleagues, this is a great opportunity to engage with the GNSE&FPC community. Don't miss out—reserve your spot today! We look forward to seeing you there!

Special Offer for Non-Members:

Non-members who attend this event and join GNSE&FPC within seven days after the event can have their ticket cost applied toward their membership fee. To redeem this offer, email gnsefpc@navandassoc.com within seven days of the event.

For more information about GNSE&FPC membership, click here.

Location:

• The Happ Inn - 305 Happ Rd, Northfield, IL 60093
  

Rates: 

• Members: Free
• Non-members: $50 

Statements of Wealth Transfer Intent 

Breakfast Meeting

Raymond C. Odom, Partner, Hoogendoorn & Talbot LLP

Wednesday, May 20, 2026

7:30 - 9:30 am at Maggiano's Skokie

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Today's Speaker

Ray Odom brings more than three decades of experience in trust, estate, and tax law to his practice at Hoogendoorn & Talbot LLP-marking his second tenure with the firm. During his earlier years as an equity partner (1990-1994), he successfully resolved complex trust and estate disputes, administered probate estates and guardianships, and authored tax opinions that saved clients millions in federal estate and income taxes.

Throughout his career, Ray has guided individuals, families and charitable institutions through sophisticated wealth-transfer and estate-planning strategies. His work integrates deep technical knowledge of tax law and trust administration with a nuanced understanding of family-wealth dynamics and fiduciary governance.

Ray is a nationally recognized authority on Statements of Wealth Transfer Intent (SOWTI), Ray helps clients articulate and preserve the personal and philanthropic purposes behind their estate plans-bridging the gap between efficiency and legacy intent.

Thank You Meeting Sponsor

Location: Maggiano's, 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077 

Fees: 

• Season Pass Members: Free
• Regular Members and member's guests: $35 in advance, $40 at the door
• Non-members: $50

Agenda: 

• 7:30 A.M. Networking and Breakfast
• 8:00 - 9:00 A.M. Presentation
• 9:30 A.M. Meeting Adjourns