As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan.
Join our live webinar to learn how Social Security benefits work for you and your spouse, and about the potential opportunities you may have to increase your benefits throughout retirement.
This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.
Donald (DJ) Kerr III, CFP®
Working with a team of experts means you can think about “return on life” instead of worrying about return on investment. If you are concerned about long-term financial sustainability, I can help you craft a roadmap to weather financial storms, determine how much is enough and ensure your legacy includes both wealth and wisdom. I believe in providing education to minimize the mystery of financial services and investments.
My licenses include Series 7, Series 66 and insurance. When I’m not at the office, I enjoy spending time with my wife and our four children in the great outdoors.
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