Knowing Social Security

Investors are willing to change advisors to learn more about their social security benefits. Don’t get left out in the cold, there are ways to build your expertise (including our November 9th Advisor Group meeting) to better serve your clients’ needs.

To register for the Advisor Group, featuring Stephanie Curry of Pacific Life, contact J Mullineaux or Kristin Nelson. Registration is on a first come, first serve basis.