Broker Check
17 Sept
Client Event: Social Security--Five Things You Need to Know

Description

  • 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.

  • Unfortunately, many Americans have limited understanding of how Social Security works and often make inadequate choices when claiming retirement benefits.

  • 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.

  • 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

View on Map
PT1H30M

Event Registration

Will you be able to attend this event?