17
Sept
Client Event: Social Security--Five Things You Need to Know
Description
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With the decline of guaranteed income sources like private pensions, Social Security is an increasingly critical component of a comprehensive and sustainable retirement income plan.
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Unfortunately, many Americans have limited understanding of how Social Security works and often make inadequate choices when claiming retirement benefits.
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This seminar examines the key risks retirees face —longevity, inflation, and market volatility, for example —and highlights how Social Security can help address these risks.
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Lastly, we present five important issues individuals and couples may want to consider before making important decisions around Social Security.
Guest Speaker
Grace Bumpus, CFP®
Sr. Wealth Planning Specialist
Franklin Templeton
Bio
If you cannot attend in person, the presentation is also available via Zoom Meeting
https://franklintempleton.zoom.us/j/81298299551?pwd=WkQumzVACuCnnaeJR8zMWuz4duivKI.1&from=addon
Meeting ID: 812 9829 9551
Passcode: 117942
Date and Time
Tue, Sep 17, 2024
7:00p - 8:30p EST
Location
Holiday Inn
2800 Presidential Drive
Fairborn ,
OH
45324
Note
Complimentary refreshments and desert for in-person attendees