Financial Wellness Education

Explaining Social Security

Employees participating in their company sponsored 401(k) / 403(b) retirement programs.

For most Americans Social Security will make up 30% - 60% of your retirement income. Do you understand your retirement benefits?

This session will:

Explain the current state of Social Security in the U.S.
Illustrate the different benefits and timelines associated with Social Security.
Provide guidance on how it fits into your retirement planning.
Give you a framework on deciding when it makes sense to begin taking Social Security.

This program is not only focused on helping those close to retirement but can also provide valuable context for younger employees to best position yourself for success.

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Chris Burke

Senior Consultant

Retirement Plan Consulting

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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.