Social Security and Today's Family
SAVE THE DATE - JOIN US FOR OUR APRIL MEETING!
SOCIAL SECURITY AND TODAY'S FAMILY
presented by Michelle P. O'Haren, JD, LLM, CPA, CFP, ChFC
The Estate Planning Council of San Bernardino County is pleased to welcome Michelle O'Haren our April meeting.
Ms. O'Haren is a Senior Retirement Strategies Group Consultant with Pacific Life Insurance Company. She brings over 25 years of experience in the financial services industry, including experience in financial planning and wealth management.
Since its inception, the Social Security program has evolved to keep up with changing needs of the worker and the worker's family. In her presentation, Ms. O'Haren will explore the current rules in the context of "today's family" and the ways in which families may optimize Social Security benefits.
Refresh your perspective on Social Security retirement income to better assist your clients with retirement planning and long term care decisions.
We hope to see you on April 18th - mark your calendars and RSVP below!
.
