Social Security Basics – July 21
July 21, 2022
Social Security Basics: What You Need to Know
Join Chief Wealth Planning Officer Todd Walter Thursday, July 21 at 9AM to learn what you need to know about Social Security and its role in retirement planning. We’ll cover:
Will Social Security be there for me?
How much can I expect to receive?
When should I apply for benefits?
How can I maximize my benefits?
Todd D. Walter, CFP®, CPA
Partner and Chief Wealth Planning Officer
Todd advises firm clients regarding their portfolios and utilizes his extensive financial planning background to meet clients’ planning needs. Prior to joining The Joseph Group in 2009, he was a financial planner with Ronald Blue & Company in Indianapolis, where he served high net worth individuals implementing comprehensive financial plans and investment solutions. Todd’s career also includes time at Ernst & Young specializing in individual income taxation, and a short stint as an auditor with a regional accounting firm. He obtained his CPA in 1999 and his CFP® in 2006.
Todd is an Elder at Scarlet City Church in Clintonville and a board member of Seeds of Caring. He’s a BIG sports fan – he’ll watch anything! He loves football, tennis, and golf and has a goal of going with his family to all four major championships in both tennis and golf. He also enjoys going to Blue Jackets games. He is a 1998 graduate of Miami University where he met his wife, Elise, who cares for their two young daughters. His new hobby: smoking meats on the weekend!
Your Place, OH 43215