How Can Social Security Contribute to Your Succession and Retirement Plans?

Event Sponsors

Morgan Stanley
Date and Time

Wednesday Jul 16, 2014
8:00 AM - 9:00 AM EDT

Location

Ohio Dominican University
Griffin Hall- Room 260
1216 Sunbury Road
Columbus, Ohio 43219

Fees/Admission

$35 for non-members

Contact Information

Deana Gordon
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How Can Social Security Contribute to...
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Description

Whether you are planning your own retirement or starting to think about an exit strategy from your family business (or realize you need to be helping mom and dad), trying to figure out how social security factors into the equation can be challenging and void of common sense.

How much of your retirement can be provided for by Social Security when it’s time? Are there limits based on your income level? What age do you start collecting? If you are divorced, does that play a role? Where does social security fit in with your other financial planning strategies? Get answers to these questions and more during one hour roundtable discussion led by Jim Bishop, of the Bishop Group at Morgan Stanley. Come hungry, because we will have a great breakfast and plenty of coffee to get your day started right! 

 

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