May 24, 2019
At Adviser Investments, we believe that the best investor is an informed investor. We are committed to educating our clients as well as the community at large—which is why we recently volunteered to host a discussion for the Wellesley Council on Aging.
Alec Rosen, a certificate holder from the National Social Security Administration, is also a CERTIFIED FINANCIAL PLANNERTM and an Accredited Investment FiduciaryA person or organization who manages assets for a third party, and is legally bound to act in the best interests of that third party, putting the third party’s interest before their own.®. On May 23, 2019, he shared his financial expertise and answered a variety of Social Security-related questions on topics that included determining eligibility, when to file and spousal, survivor and divorce benefits.
This conversation, entitled “Understanding Social Security,” offered local seniors the needed insight to help maximize some of Social Security’s lesser-known attributes.
The Wellesley Council on Aging empowers local residents and provides targeted educational resources to help seniors achieve the highest quality of life and maintain meaningful community connections. Adviser Investments is proud to support that worthy cause and thrilled that our dedicated team members have the education, passion and experience to contribute to and further Wellesley Council on Aging’s mission.
Learn about some of the best strategies to maximize benefits in this on-demand Social Security Webinar and our exclusive free Special Report, “Social Security’s Role in Your Retirement.”
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC