Crystal Oculee
Chief Financial Strategiest
Certified National Social Security Advisor®
Certified Tax Specialist®
Certified Income Specialist®
Certified Estate and Trust Specialist®
Certified Fund Specialist®
Certified Annuity Specialist®
Below are just some of the topics I'll be covering:
- How to maximize your Social Security benefits
- Potential changes and the future of Social Security
- When should you start receiving Social Security income?
- How will working affect your benefits?
- Will your benefits be taxable? How is it calculated?
- Will your decision affect your family? From spousal benefits to children's benefits to survivor benefits to divorce benefits
- And more!
ABOUT YOUR PRESENTER CRYSTAL OCULEE
- Certified Tax Specialist®
- Certified Income Specialist®
- Certified National Social Security Advisor®
- Certified Estate and Trust Specialist®
- Certified Fund Specialist®
- Certified Annuity Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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