SN000124: Elevate Your Retirement: Social Security Strategies for Success
May 28, 2024 - May 28, 2024
Join the NCACPA Financial Planning Networking Group and Paula McMillan on
Tuesday, May 28 from 12:00 pm - 1:00 pm for an update on Social Security strategies so you do not leave benefits/money on the table. Get your answers to these questions and more: Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group.
*This is a non-CPE event
About the speaker:
Paula McMillan, CPA/PFS, CFP®, CGMA: Wealth Advisor, Author, Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc. TEDx Presenter: Retirement Longevity and Security. Two National AICPA Podcast Series: Retirement Readiness, Women & Wealth
Professional involvement includes: AICPA Advanced Personal Financial Planning Conference Investment Committee Lead , AICPA Personal Financial Specialist (PFS) Credential Committee Member, Greensboro Estate Planning Council Board Member, Society of Financial Service Professionals (SFSP) Board Member, Society of Financial Service, Professionals (SFSP) Foundation Board Chair, NCACPA Women’s Networking Group Co-Chair, Plenteous Financial Forum Chair and Founder
