Recorded May 18, 2023 (Part of Our Client Education Series)
Who should watch the recording? If you are currently drawing Social Security, or are planning to start drawing soon. Or, perhaps you are interested in how the proposed political environment might change your benefits.
What was covered? A deep dive into Social Security exploring topics such as the health and longevity of the Social Security system. Factors impacting Social Security benefits. Five case studies to look at the effect of Social Security timing, and how spousal and survivor benefits works. And finally, the crucial next steps for you and your loved ones planning for retirement.
Our Chief Financial Advisor, Tim Kimmel, was proud to be joined by our special guest speaker, Max McQuiston, Advisor Practice Management Consultant at Capital Group.
- Social Security and the Retirement You Envision - Presentation Slides
- The Social Security Fix-It Book
Meet Your Guest Speaker
Max McQuiston is passionate about helping individuals better understand the options available to them around Social Security as they plan for retirement so that together with their advisor, they can make more informed decisions. He is an Advisor Practice Management Consultant at Capital Group, home of American Funds with more than 29 years of investment industry experience. Prior to joining Capital eight years ago he was a senior vice president at Fidelity Investments. He also worked as an an advisor at Raymond James and a wholesaler at Hartford. He holds an MBA from Brigham Young University and a bachelor’s degree in economics from Weber State University. Max holds designations as a Certified Financial Planner®, Certified Investment Management Analyst® and Retirement Management Advisor®. Max has four children, two of which are married and 3 grandsons. He and his wife Cami reside in Kaysville, Utah.
Guest speakers are not registered or affiliated with Cetera.