The 360 on Social Security

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Description

The 360 on Social Security

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The 360 on Social Security

Social Security accounts for 40 percent of pre-retirement income, making it an important factor in retirement planning. In fact, 97 percent of the elderly (aged 60 to 89) either receive Social Security or will receive it according to the Center on Budget and Policy Priorities. Get the download on recent changes to eligibility ages, how to help your client choose the right Social Security option, and when and how to file for benefits.

Mason GorrisInvestment Advisor Representative, InvestWise Financial, Bloomfield Hills

Basic Course Information

Learning Objectives

  • Participants will determine what options a person has with respect to initiating Social Security payments

Major Subjects

  • Understanding the Value of Social Security
  • How Social Security Benefits are Calculated
  • Different Types of Social Security Benefits

Investment Advisor Representative

InvestWise Financial, Bloomfield Hills

Mason has a passion for helping individuals and families with the difficult decisions they may face while investing and planning for their future. Mason graduated from Michigan State University’s Eli Broad College of Business with high honors. He excels at putting full effort into every unique situation he is faced with. “Nothing is more rewarding than hearing that I have given people the peace of mind to navigate their retirement,” says Mason.

In his practice, it is important that all three pieces of the retirement planning puzzle come together while working with his clients: investments, social security and taxes. By providing clarity on all three of these topics, Mason believes individuals and families have a much better understanding of their personal circumstances and the things that they can accomplish financially.

As a frequent speaker at retirement education workshops, Mason strives to help people become familiar with financial concepts in an easy-to-understand way.

Mason holds his FINRA Series 7 and Series 66 licenses along with his Life and Health insurance license.

In his free time, Mason enjoys golfing and spending time on a lake boating and fishing.

 

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The 360 on Social Security

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