FSP Milwaukee Chapter Membership Meeting November 13, 2018 - Breakfast at the UClub!

Tuesday November 13

Brookfield | Wisconsin | United States

Join the Society of Financial Service Professionals – Milwaukee Chapter Membership Meeting — Where networking leads to business relationships. November 13, 2018 7:30 – Breakfast 8:00 – 9:00 am – Presentation CE Credit: 1 CE Credit applied for in Insurance, Legal and CFP®. Speaker Ruth Driscoll will speak about “Why should you care about Social Security Benefits?” Ruthann Driscoll, JD, CFP®, CLU®, RICP® Estate Planning Attorney & Social Security Expert Ruthann M. Driscoll, JD, CFP, CLU, RICP, has had a long and varied legal career. After a number of years working in the trust industry and in private practice, focusing on estate planning and probate, Ruthann spent the last 10 years as the Director of Advanced Planning at Northwestern Mutual. During her years at NM, Ruthann developed a deep expertise around retirement issues, and specifically on Social Security and Medicare, and has presented at industry conferences nationwide on these subjects.  Ruthann has recently returned to private practice and, as part of that practice, has continued to present and consult on these important retirement topics. Event Overview and Summary: Do you think all the Social Security strategies disappeared with the recent rule changes?  There are still a number of strategies available which could result in thousands of dollars in additional benefits if your clients are aware of their options.  But in order to effectively advise your clients, you must understand the rules.  In this session we will review those rules, and highlight the strategies that are still available, so you can help your clients navigate through the maze of Social Security rules and assist them in making one of their most important decisions for retirement.