WEBINAR – Social Security and Retirement
July 9 @ 12:00 pm - 1:00 pm
Social Security claiming strategies can be complex and each person’s situation is different. Please join Gerard Raho and Graham Kimmerer as they discuss important claiming considerations as they relate to clients’ plans for retirement. The seminar will highlight how working with an investment and tax professional may help put the strategies into perspective. In addition, you will hear from a financial advisor explaining the impact social security benefits play in your overall comprehensive retirement plan.
Gerard Raho specializes in helping clients organize their finances and prepares clients for retirement by completing a comprehensive retirement plan. Gerard has 25 years of experience in financial markets. Gerard received an MBA from Duke University and undergraduate degree in economics from Syracuse University.
Graham Kimmerer is a Senior Strategist who has been in the industry since 2010. Graham works with financial advisors and their clients on advanced planning subjects including Social Security and Medicare.