hosted by: Business Development Specialist, Ann Vaeth
Special Guest: Jennifer Taboada, Vice President, Advisor Insights BlackRock, and with appearances by Mark Shepherd, CEO and founder, and Steven Kuhlman, Managing Director and Wealth Advisor
In March, we held a seminar entitled “Securing Your Retirement” that explained the role Social Security benefits can and should play in your overall retirement income plan. We saved a few of the important clips to provide the easy-to-view video, which can be found below.
As always, please reach out with any questions. Be well!
Enjoy!
Disclosures
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
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