This week kicked off with a series of three educational events, each aimed at empowering individuals with a better understanding of Social Security and retirement planning.
First up was a pilot program sponsored by Municipal Benefits with the Town of Apex. Special thanks to Eleanor Green for her collaboration in assembling a fantastic group of employees eager to learn about optimizing their Social Security benefits. The positive feedback received suggests a demand for similar programs in the future.
Next, I had the pleasure of hosting the second client event for Jolley Asset Management at the Benvenue Country Club in Rocky Mount NC. The turnout was impressive, and we delved into topics such as maximizing Social Security alongside other assets. The discussion even touched on nuances like navigating second marriages and benefit options for those over 60. It’s always fulfilling to share insights with financial advisors and their clients.
Lastly, I presented at the Rockingham County Retirement Day, sponsored by the county for its employees. The audience was highly engaged, posing insightful questions and showing genuine interest in understanding Social Security’s intricacies, including the potential pitfalls of the Social Security leveling program offered through the state.
Events like these provide invaluable opportunities to equip individuals with the knowledge needed to make informed decisions about their retirement. Attendees are encouraged to visit my website for further insights or to share with others. Empowering others with the truth about Social Security is a definite win in my book. A big thank you to all three groups for making these events possible. If you’re interested in scheduling an educational event, feel free to reach out to me directly for more details.