virtualCX | Let’s Talk Social Security
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.
Everybody hears about Social Security, but do most people ACTUALLY know what it is and how it will affect their future?
During 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.
Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa 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.
Kevin Britt, CIMA®, Director, MFS Investment Management
Kevin 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.
Kevin 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).