Understanding Social Security

Date: Thursday, April 25, 2019
Time: 12:00pm - 1:30pm
Location: Great Hall, Valley Plaza, Midland, MI -or- Isabella Bank, Mt. Pleasant, MI
Speaker: Kit Mac Nee, CFP, CRPC, Financial Advisor, Morgan Stanley

Kit Mac Nee is a Financial Advisor with Morgan Stanley in Pasadena, California.  Her presentation will provide, in addition to an overview of Social Security, information regarding when to begin receiving benefits, benefits beyond retirement, and planning a retirement strategy, including opportunities to maximize benefits.  She will review the other benefits of Social Security and special circumstances that may impact them, including Windfall Eliminations and same-sex marriages.  Further, she will discuss the future of Social Security.

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