Social Security, Simply Put (Virtual)

THIS PROGRAM IS A VIRTUAL-ONLY EVENT. REGISTER BELOW BY LEAVING YOUR EMAIL ADDRESS TO RECEIVE LOGIN AND CALL-IN INSTRUCTIONS (SENT TO YOU ONE DAY BEFORE THE PROGRAM). 

In 2021, nearly nine out of ten people aged 65 and older will receive Social Security benefits. These funds represent about 33% of the annual income to these recipients. With significantly fewer employer-provided pensions available in the workforce, Social Security benefits are often relied upon as a retirement income cornerstone. As a result, recipients must plan to properly time their benefit to align with their personal income needs and unique tax situation.

This discussion will cover basic Social Security facts and need-to-know considerations to guide you towards maximizing your personal benefit. Adam Scherer, MS, CFP®, EA, founder of West Hartford-based financial planning firm, Greenbeat Financial, & Director of Curriculum at the Boston Institute of Finance, will lead the session.

About Greenbeat Financial

Greenbeat Financial is a fee-only financial planning firm, proudly serving new and growing families, individuals, and businesses across the country.

Adam Scherer, MS, CFP®, EA, founder of Greenbeat Financial, provides honest, understandable financial solutions, thoughtfully tailored to your situation.

For more information on Greenbeat Financial, visit www.greenbeatfinancial.com

About Adam

Adam Scherer, MS, CFP®, EA

• CERTIFIED FINANCIAL PLANNER™
• MS-PFP, Master of Science, Personal Financial Planning
• EA, Enrolled Agent, admitted to practice before the IRS
• CRPC®, Chartered Retirement Planning Counselor
• APMA®, Accredited Portfolio Management Advisor
• MM, Thornton School of Music, University of Southern California (Guitar)
• BA, Rutgers University (Psychology)
• Husband, father of two incredible girls, guitarist/songwriter, Beatles fanatic