Social Security, Medicare and Retirement Luncheon for Women
WHERE: PAPA RAZZI, WELLESLEY
WHEN:TUESDAY APRIL 4, 11:30 AM
Ladies nearing retirement or already retired: Please join The Stock Sisters of Scott Advisory Group for our Social Security, Medicare and Retirement Luncheon. We’ll be serving up lunch and cocktails during our presentation which will cover three key retirement components.
With the help of our speaker and friend, Dennis Hart with Transamerica, we’ll dive into the most commonly questioned topics of retirement including Social Security, Medicare, and Income.
- What is the impact on your Social Security benefit based on the age at which you file?
- What if you’ve already filed and regret your decision?
- How does your marital status affect your strategy?
- How do I choose my Medicare options?
- How often should you review your Medicare plan and how to change it?
Jessica Scott and Samantha Scott own and operate Scott Advisory Group in Framingham, MA. Known as The Stock Sisters, Jessica and Samantha are female Financial Advisors in an industry dominated by men. We aim to reach women investors who seek a more comforting approach to planning for retirement. As Independent Financial and Investment Advisors, we offer unbiased investment advice and recommendations to our clients.
To sign up for this event, donations are being take in exchange for your ticket. Your spot will then be confirmed by phone so make sure to include a good telephone number for us to contact you. Ticket sales allow us to maintain a realistic headcount and minimize cancellations which helps in the planning of these events -- plus we pass on 100% of sales to Dress for Success Boston.
All ticket sales are used to support Dress for Success Boston, a not-for-profit organization that empowers women by providing professional attire and the tools needed to succeed in the working world and beyond. We are honored to support their cause -- all ticket sales are passed on directly to their charity.
This event is ideal for women age 60 and older who are already retired or who are hoping to retire within the next few years and are interested in getting help with planning for Social Security, Medicare, and Investment Income.
Investment advisor representatives offer securities and advisory services through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance services offered through Scott Advisory Group. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, you are notified that any review, copying, distribution, or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by email or by telephone and (ii) destroy all copies of this message. If you do not wish to receive emails from this sender, please send an email to email@example.com