Presented by Jim Blair, 35-year veteran of the Social Security Administration, and Marc Kiner, CPA. They cover the basics of Social Security.
Looking to retire soon, or wanting to learn about a new or established 529 savings plan? Explore how the tax changes through the SECURE (Setting Every Community Up for Retirement Enhancement) Act could affect those plans. Join Krystle Nemo, Wealth Advisor at Merrill Lynch, and Michael McWhinnie, Financial Advisor at Legacy Financial, as they present the most important things you need to know.
Lunch will be provided!
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