Understanding Social Security: How Does It Fit into Your Retirement Plan?
Understanding Social Security: How Does It Fit into Your Retirement Plan?
Presented on Thursday, September 25, 2014
In this 45-minute online brown bag session, you will learn how Social Security fits into your retirement plan and important strategy considerations for maximizing income from it.
Topics include:
- How to maximize Social Security income
- Rules of retirement benefits
- Taxation of Social Security benefits
- Retirement income — then and now.
Speaker:
Matthew Romeo, CFP, AIF
Everhart Advisors, Dublin, OH
Everhart Advisors, Dublin, OH
Matthew Romeo, CFP, AIF, is chief operating officer/wealth advisor with Everhart Advisors. Having joined the firm in 1999, he’s a partner, registered principal, registered representative, and acting OSJ designee. As part of Everhart Advisors’ dedicated retirement plan service team, Romeo serves as the on-site participant services coordinator and personally leads participant education, including enrollment meetings and one-on-one planning visits. Additionally, he provides wealth management services for individuals and families.
Romeo holds a B.S. from the Max M. Fisher College of Business at Ohio State University, with a specialization in finance. He also holds a state of Ohio insurance license and series 7, 63, and 24 licenses. Recently, Romeo completed training in behavioral finance from the Allianz Global Investors Center for Behavioral Finance.
