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.

Matthew Romeo, CFP, AIF
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.

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