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  • Education Session: Mastering Social Security

Education Session: Mastering Social Security

  • 09/09/2020
  • 12:00 PM - 1:30 PM
  • Virtual

Registration

  • Guests are welcome
  • Guests are welcome. If this is your first visit, contact Jean Nagle (jeann@iiari.com) for a 50% discount code.

Registration is closed

The FPA of Rhode Island invites you to an education session:

Mastering Social Security

Presented by:

Doug Orton, CRPC®

Vice President, Business Development Consultant

MFS Investment Management


Join Doug as he reviews the top mistakes made when estimating spousal benefits, recent

changes to Social Security and how to coordinate benefits.  He will also discuss options available to clients who are widowed or divorced or have worked in a government position that did not pay into Social Security and provide advisors with answers to most Social Security questions.

This session has been approved for 1 CFP credit.

  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)

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