Watch our latest video!
Social Security Made Simple - TRS Talks feat. Cindy Lundquist, Social Security Expert
When is the best time to claim your Social Security and how can you maximize your lifetime benefit? Cindy Lundquist discussed the different types of Social Security benefits available, how Social Security is determined for a surviving spouse or child, and much more. Learn what the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) are and how to minimize the impact they may have on your Social Security benefit.
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Estate Plans are not Just for the Rich. Why EVERYONE Needs an Estate Plan feat. Ryan Rasmussen, CFP
What does an estate plan include? Why is it important to start planning now? Through real-life narratives, examples, and facts, Ryan Rasmussen, CFP, takes you through what an estate plan is and why EVERYONE needs to have one. We aren’t all guaranteed a tomorrow and taking control of the “What Ifs” in life can help protect your assets and how your family is taken care of during a stressful time. Ryan specializes in retirement and wealth management and serves as the Assistant Director of Gift and Estate Planning for the University of Georgia.
