Social Security Strategies

Date: Wednesday, March 18, 2015
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Holly Carroccio

BREAKFAST MEETING

WEDNESDAY, MARCH 18, 2015

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, MARCH 11

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 11)

SOCIAL SECURITY STRATEGIES

HOLLY CARROCCIO

One strategy that is often questioned as part of a retirement plan is the collection of your Social Security retirement benefits. These benefits are a core part of many people’s retirement income plan; yet a great many people don’t understand the implications of their filing decision. Collecting benefits too early or without understanding the full implications of a decision can mean leaving money on the table. This presentation will review the history and future of Social Security and strategies to consider when it comes to your Social Security retirement benefits. Holly Carroccio graduated from Southern Methodist University in 1987 with a BBA in Finance. She has over twenty three years experience in the financial services industry. She works primarily with executives, business owners, professionals and “suddenly singles” who want a financial blueprint to work from, specifically in the form of a traditional financial plan. Within the team of Nexus Advisors, L.L.C., she also focuses on investment strategies for various clients. Throughout the years, Holly has done a number of financial seminars for businesses, associations, church groups and the general public.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

 

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