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Savvy Social Security Planning
When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan. These tips will help savvy individuals maximize their benefits in retirement.

Oct 16, 2020 11:00 AM in Eastern Time (US and Canada)

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Speakers

Kim Nugent, CFP®, AIF®
Senior Vice President, Wealth Manager @Sage Rutty & Company
Everything Kim does is personalized, custom, and held to the highest standards. As the daughter of a physician, Kim understands the unique needs of healthcare professionals, who make up a majority of the clients with whom she works. ​ Having majored in biochemistry with a minor in molecular biology herself, and later working in pharmaceutical sales, Kim brings a unique understanding to her clients in the medical profession. She knows first hand about her clients’ busy schedules, the nontraditional hours they keep, and the expectations that often come with such a demanding lifestyle. Kim has a unique ability to take on complicated situations, particularly when it comes to Social Security and Medicare. She is detail-oriented, ultra analytical, and her work is methodical. She also understands the value of utilizing technology to provide the highest level of service, working with clients in Rochester, Syracuse, as well as outside of New York State.