DELAWARE COUNTY ESTATE PLANNING COUNCIL

MANY THANKS TO OUR CO-SPONSORS:

David J. Bloom, JD, CFP of The Bloom Vermiel Group at Merrill Lynch Wealth Advisors and the Law Firm of Gadsden Schneider Woodward, LLP

We are pleased to be featuring Social Security as our first 2025/2026 meeting topic as it effects all of us and our clients.  Rob will inform us on the workings of social security and how calculations are made to determne benefits as well as strategies for maximizing personal benefits as well as survivor benefits upon the death of a spouse.

Rob Kron is part of Nuveen's Advisor Education team, who develops and delivers educational programs designed to help financial professionals deepen client relationships and grow their businesses. He joined Nuveen in 2020 with more than 30 years of experience in the financial services industry, including 11 years as head of advisor and client education at Blackrock and 17 years at Merrill Lynch.

His areas of expertise include financial planning, advisor practice management, and investor education, and he draws on a range of professional experience – including managing an individual retirement account (IRA) platform, developing technology tools to assist plan participants, and building financial planning capabilities – to educate advisors. In addition to presenting virtually and in person to audiences of all sizes, Rob has appeared in various print and broadcast media, including CNBC, Fox Business, Bloomberg, and Advisor TV, the Wall Street Journal and USA Today. 

Rob graduated magna cum laude with a B.A. from the University of Colorado.