May Dinner Presentation - Social Security (What you need to know)
Save the date for May 21st at the Rochester Golf & Country Club for a discussion on the important topic of Social Security. Kit Mac Nee is a financial advisor at Morgan Stanley Wealth Management in Pasadena, CA. She will discuss Social Security changes, strategies, and planning in the current tax and regulatory enviornment. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a Certified Financial Planner™ and Accredited Estate Planner® in 2013.
Please bring a guest or colleague you feel would benefit from this presentation.
Rochester Golf & Country Club (3100 Country Club Rd SW)
5:00 – 5:30 Social / Networking (Open Bar)
5:30 – 6:00 Buffet Dinner
6:00 – 7:00 Presentation
Current Members – No Cost
Non-Members – $30