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Event Details

    Navigating Social Security

    Date: April 19, 2016, 6:00pm – 8:00pm
    Location:
    College of Charleston North Campus ** New Location**
    3800 Paramount Drive
    North Charleston, SC 29405

    Please Note: Registration & Dinner Buffet will begin at 6PM with the meeting to start at 6:30PM.
    Price:
    $20 Members $25 Non Members (One Meeting Only)
    Event Type:
    Meeting
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    "Navigating Social Security"

     

    Financial stresses is one of the leading causes of employee presenteeism and low productivity. Educating employees on their retirement plans will help them to make informed decisions that will give them a greater ability to have the financial freedom to retire by the time they reach retirement age. Often employer’s focus on their fiduciary responsibility to educate their staff on their employer sponsored deferred compensation plan or defined benefit plan.  However, social security is an important component of the employee’s retirement plan. This seminar is designed to educate employers about Social Security retirement-benefit basics. The purpose of this seminar is to provide generalized background and context about the Social Security retirement benefit program and to provide an update on the recent Bipartisan Budget Act of 2015.
     

    Registration now closed!

     

    Speaker: Mason Heidt & Portia Brown

     

    Mason Heidt is a licensed in all areas (Life and Health Insurance, Variable Products, FINRA Series 6, 63, 65, and 7 registrations) of the financial services industry. He is a member and active board member of NAIFA (National Association of Insurance and Financial Advisors). He is certified in Long-Term Care and holds the CLTC designation.  Mason is now the managing partner of the local Savannah office and his roles include recruiting new talent into the industry as well as consulting with his own book of business that has a focus in the professional and small business market.

    Portia Brown a 2005 graduate of the College of Charleston and a 2008 graduate from Webster University. I am licensed in Life and Health Insurance and a 2nd year agent at Financial Design Associates.

     

    Meeting is approved for HRCI & SHRM Recertitication credits.

       

     

    This meeting is sponsored by: