BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20191016T164500Z DTEND:20191016T180000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:virtualCX | Let’s Talk Social Security DESCRIPTION:This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.\n\n\n\nEverybody hears about Social Security\, but do most people ACTUALLY know what it is and how it will affect their future?\n\n\n\nDuring this session\, attendees will learn about the impact of Social Security and the ways that Social Security claiming strategies could sway your overall retirement goals.\n\n\n\n\nSpeakers:\n\n\nLisa Shaw\, CPWA \, CRPC \, Vice President\, Wealth Management Advisor\n\n\n\nLisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department\, she became a financial advisor in 1995. She joined Bank of America Merrill Lynch in 2006. As a Certified Private Wealth Advisor professional\, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management\, retirement planning\, risk management\, tax planning\, charitable and estate planning services\, planning for closely held business owners\, behavioral finance\, and planning for executives.\n\n\n\n\n\n\n\nKevin Britt\, CIMA \, Director\, MFS Investment Management\n\n \nKevin Britt\, CIMA is a director in the Broker/Dealer Division of MFS Fund Distributors\, Inc.\, a subsidiary of MFS Investment Management (MFS ). His territory includes Kansas City Metro and Missouri\, where he works with financial advisors in the wirehouse\, independent and Edward Jones channels.\n\n\n\nKevin joined MFS in 2014 after having previously served as a regional vice president at Invesco\, where he worked for nearly 14 years. Prior experience also includes financial advisor roles at Morgan Stanley and Banc One Securities. He began his career in the financial services industry in 1999.\n\nKevin earned a bachelor's degree in business administration from Lamar University. He holds the Certified Investment Management Analyst designation from the Investment Management Consultants Association and Series 7\, 63 and 65 licenses from the Financial Industry Regulatory Authority (FINRA). X-ALT-DESC;FMTTYPE=text/html:

This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.
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\nEverybody hears about Social Security\, \;but do \;most people \;ACTUALLY \;know what it is and how it will affect their future?
\n
\nDuring this session\, attendees will learn about the impact of Social Security and the ways that \;Social Security claiming strategies could sway your overall retirement goals.

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\nSpeakers:

\n
\nLisa Shaw\, CPWA®\;\, CRPC®\;\, Vice President\, Wealth Management Advisor
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\nLisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department\, she became a financial advisor in 1995. She joined Bank of America Merrill Lynch in 2006. As a Certified Private Wealth Advisor®\; professional\, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management\, retirement planning\, risk management\, tax planning\, charitable and estate planning services\, planning for closely held business owners\, behavioral finance\, and planning for executives.
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Kevin Britt\, CIMA®\;\, Director\, MFS Investment Management
\n \;

\nKevin Britt\, CIMA®\; is a director in the Broker/Dealer Division of MFS Fund Distributors\, Inc.\, a subsidiary of MFS Investment Management®\; (MFS®\;). His territory includes Kansas City Metro and Missouri\, where he works with financial advisors in the wirehouse\, independent and Edward Jones channels.
\n
\nKevin joined MFS in 2014 after having previously served as a regional vice president at Invesco\, where he worked for nearly 14 years. Prior experience also includes financial advisor roles at Morgan Stanley and Banc One Securities. He began his career in the financial services industry in 1999.
\nKevin earned a bachelor&rsquo\;s degree in business administration from Lamar University. He holds the Certified Investment Management Analyst®\; designation from the Investment Management Consultants Association and Series 7\, 63 and 65 licenses from the Financial Industry Regulatory Authority (FINRA).
\n \; LOCATION:Virtual! Access this program remotely from your computer\, tablet or smartphone. UID:e.9235.22918 SEQUENCE:3 DTSTAMP:20260520T021821Z URL:https://members.centralexchange.org/events/details/virtualcx-let-s-talk-social-security-22918 END:VEVENT END:VCALENDAR