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Trip to Nashville

by | Sep 9, 2016 | News and Updates

I recently returned from Nashville, TN, where I conducted an educational session for the Society of Financial Service Professionals. This diverse group comprises over 25 professionals including CPAs, attorneys, insurance agents, and financial advisors. My invitation was to enhance their comprehension of Social Security and improve their ability to educate clients on this critical topic.

The presentation, titled “Using Social Security: The Overlooked Gem in Retirement Planning,” shed light on the significant yet often neglected role of Social Security in retirement planning. Attendees actively engaged with insightful questions, addressing several common misconceptions. We delved into both new regulations and optimizing existing ones to benefit their clients effectively.

Education is a cornerstone of my company’s values, and I firmly believe that enhancing others’ understanding ultimately benefits everyone. Here’s what one event organizer had to say about the presentation:

“Today the Nashville FSP Chapter featured a program from Steve Gaito CFP®, Retirement Resource Management Founder and Social Security Consultant.  He was wonderful , insightful, and received rave reviews from our packed room!  His topic:  Using Social Security, the “Red-Headed Step Child”, in Retirement Planning.”

“I have worked with Steve for several years when he was Director of the Advisor and Enterprise Solutions for Social Security Solutions.  He recently left to start his own company, and I was delighted to find that he was willing to talk to our FSP Chapter.   I can attest that Steve knows the Social Security system inside and out as well as how to integrate and maximize Social Security with retirement planning.   Besides all of that knowledge, he is an excellent presenter.”
– Wallene, Nashville TN

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