Social Security Questions Answered During FREE Seminar on October 8

MIDDLETOWN, RI – As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Join a free seminar at the Wanumetonomy Golf and Country Club at 152 Browns Lane in Middletown, RI on Tuesday, October 8th at 12 Noon. This event is co-sponsored by John Finn of Finn Wealth Management of Middletown and BlackRock.

Attendees will discover:

· How Social Security benefits work for you and your spouse

· When and how to start receiving Social Security benefits

· Opportunities that could increase your benefits throughout retirement

Seminar space is limited so reserve your seats soon by calling call 401 848-4579 ext. 117 or email Refreshments will be provided.

Featured speaker, Paulette Walz is a Retirement Spet with BlackRock. As the world’s largest asset manager, BlackRock helps individuals and institutions from all over the world build better financial futures. Paulette has more than 29 years of experience educating individuals, community groups and financial organizations on Social Security. Prior to her current role, she was a Public Affairs Spet for the Social Security Administration (SSA), presenting on Social Security to community groups and financial organizations as well as on television and radio shows. Prior to her role in Public Affairs, Paulette worked in the SSA Office of Hearings and Appeals where she worked with judges who heard claims for Social Security disability benefits that had been denied. Paulette has received various awards from the agency and was honored in the Congressional Record.

John Finn has helped people plan for their retirement goals since 1986. He spent eleven years at Connecticut Mutual Life Insurance Company developing his practice in the areas of retirement, estate and business planning. He later built a financial services operation at Braman and White and pioneered the integration of this department with BankNewport. John became affiliated with LPL Financial in 1997 and became and independent broker in 2002.

John provides unbiased, independent advice after completing a methodical, rigorous process that seeks to deliver a high degree of predictability. He works diligently with his clients to try to improve the overall quality of their lives. Our goal is that they feel confident knowing their financial house is in order and that we will help them stay on track

Leave a comment

Avatar About the Author:

previous arrow
next arrow