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Overman Capital Management EDUCATIONAL SERIES 


Social Security and the Retirement You Envision

Event Information:

Date: Monday, December 11th

Time: 11:30 AM - 12:30 PM ET

Location: Virtual Meeting - Event Reminder

Max McQuisten, MBA, CFP®, CIMA®, RMA® - SVP, Capital Group

Whether you’ve spent years thinking about your future retirement, or you’re just starting to build your retirement income strategy, now is a great time to join this session and learn more about the ways Social Security can fit into your future plans.

To help you get more complete understanding of how Social Security can fit within your retirement income plan, we’ll cover:

  • Facts you need to know about Social Security, including what to consider before starting benefits.
  • Stories that bring crucial Social Security decisions to life, considering your work history, marital status and more.
  • Key points on Medicare and how it may complement your retirement income plan.
  • Next steps to help you integrate Social Security benefits into your retirement income plan.
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