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DTSTART:20250909T210000Z
DTEND:20250909T233000Z
LOCATION:Media's Towne House
UID:2795720250909T210000ZHOW TO GET THE MOST OUT OF SOCIAL SECURITY
DTSTAMP:20260501T103648Z
DESCRIPTION:\nMANY THANKS TO OUR CO-SPONSORS: \n \nDavid J. Bloom, JD, CFP of The Bloom Vermiel Group at Merrill Lynch Wealth Advisors and the Law Firm of Gadsden Schneider Woodward, LLP\n \n                                                                                                                                                                         \n \nWe 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.\n \nRob 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.\n \nHis 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. \n \nRob graduated magna cum laude with a B.A. from the University of Colorado.\n
SUMMARY:HOW TO GET THE MOST OUT OF SOCIAL SECURITY - Delaware County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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