Social Security Explained
Tuesday, August 13, 2024
Noon to 1 p.m.
What do you need to know about Social Security?
Join the Carter Financial Education Series to explore the details of Social Security and:
- Learn why Social Security planning should be the foundation of the financial plan
- Understand the basics & learn our 4-point checklist to help design a personalized strategy to maximize benefits.
- Examine case studies – married, divorced – and how to design a strategy to maximize the spousal benefit, and
- Understand survivor benefits and how to plan the order of collection.
SPEAKER
Chad Dziedzic
Director, Market Leader
BlackRock
Chad Dziedzic is a BlackRock Director, Market Leader in the North Texas area with twenty-three years in the industry. Growing up in Houston, Chad attended the University of Houston C.T. Bauer College of Business where he received his BBA in finance and marketing. He worked at Invesco for ten years before transferring to BlackRock.
He has a passion for educating people about the markets and Social Security, and has delivered more than 2500 presentations on those subjects in the past fifteen years. He and his wife have two children, and Chad coaches his son’s baseball team.
Questions?
info@carterwealth.com
