
About this Event
Let's Talk Social Security
Come join us for an informative session on all things Social Security at Chief Financial Credit Union! Whether you're nearing retirement age or just starting your career, understanding how Social Security works is crucial. Our experts will break down the ins and outs of Social Security benefits, eligibility requirements, and how to maximize your benefits. Don't miss out on this opportunity to secure your financial future!
Agenda
🕑: 08:30 AM - 08:50 AM
Arrival & Networking
Info: Upon arriving at the beautiful glass building of Chief Financial Credit Union, you'll settle into an inviting space that welcomes you from the start. Pick up some breakfast snacks, grab that coffee to help wake you up and mingle with other guys to connect and possibly build your network.
🕑: 08:50 AM - 09:00 AM
Introduction- (Edward Jones)
Host: Paul Dries
Info: With a focus on personalized strategies, I take the time to understand what is most important to my clients, whether it's planning for retirement, saving for education or growing and protecting their wealth. I provide tailored advice and solutions that align with each client's unique circumstances and objectives. My approach is grounded in building long-term relationships based on trust, transparency and open communication. By staying informed about economic trends and financial tools, I am able to provide timely advice and proactive service.
At Edward Jones, we believe in a holistic approach to investing for the long term, and I am here to support my clients every step of the way. I am a relationship person at heart. My family, community and clients are very important to me, and I genuinely care about each and every one of them. I am a proud husband and father of two amazing boys. I take my family life very seriously, just as I do in my professional life.
🕑: 09:00 AM - 10:00 AM
Learn About the Impact of Social Security
Host: Maximilian Eppley
Event Venue & Nearby Stays
Chief Financial Credit Union, 20 S. Main Street, Rochester Hills, United States