Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor at BayView Private Wealth
“The economic crisis caused by the coronavirus pandemic presents multi-pronged challenges particularly for retirees and pre-retirees looking to factor in the benefits of Social Security," says Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor at BayView Private Wealth.
DESTIN, Fla. (PRWEB) November 06, 2020
Will Baby Boomers bankrupt Social Security? How will Baby Boomers affect Social Security and Medicare funds? An upcoming in-person and virtual seminar will provide the answers.
BayView Private Wealth today announced it will host an in-person and virtual Savvy Social Security Planning educational seminar on Tuesday, November 10 from 6:00 – 7:00 PM CST to discuss what baby boomers need to know about their retirement income. The one-hour seminar will be held in-person at Northwest Florida State College, 100 East College Boulevard, Room 302 in Niceville, FL and stream live on Facebook.
With a focus on Baby Boomers, pre-retirees, and retirees, the seminar will be led by Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor at BayView Private Wealth, a Financial Planning firm located in Destin, Florida. Dutram has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
“The economic crisis caused by the coronavirus pandemic presents multi-pronged challenges particularly for retirees and pre-retirees looking to factor in the benefits of Social Security. It’s why the timing of this event is so critical,” says Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor at BayView Private Wealth. “The good news is that there are many planning strategies available to most people—if they know what to do and when to do it.”
Participants at Savvy Social Security Planning Seminar will discover important insights into Social Security planning including:
1. You may have claiming options
2. Decisions have far reaching consequences
3. Choice impacts both spouses return
4. Social Security is not bankrupt, nor a Ponzi scheme
5. Benefits likely helped a friend or family member
6. Your friends aren't experts
Registration is free and still open. Tickets are available here: https://www.eventbrite.com/e/savvy-social-security-planning-what-baby-boomers-need-to-know-tickets-124695101405 or by email: sarah@bayviewwealth.com.
The in-person event will be held at Northwest Florida State College, 100 East College Boulevard, Room 302 in Niceville, FL under strict COVID-19 protocol. Masks must be worn while moving around campus and in spaces where social distancing is challenging such as hallways and restrooms.
The livestream will take place on the Facebook Business Page for BayView Private Wealth.
About BayView Private Wealth
BayView Private Wealth is a Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals. The firm also offers financial planning, retirement planning, estate planning, and tax planning to families and businesses based on their unique needs. Each member of BayView Private Wealth’s team has an affiliation with the U.S. military and a passion for service. BayView Private Wealth has deep expertise in military financial planning for active service personnel, Veterans, and defense contractors.
Learn more at http://www.bayviewwealth.com and follow BayView Private Wealth on LinkedIn and Facebook.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, BayView Private Wealth, and Private Client Services are unaffiliated entities.
