May Dinner Presentation - Social Security (What you need to know)

Date: Thursday, May 21, 2020
Time: 5:00pm - 7:00pm
Location: Rochester Golf & Country Club
Speaker: Mary “Kit” Mac Nee, CFP, AEP

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

 

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