When:
Thursday, February 10, 2022
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Session (Including Q & A)
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Wednesday, 2/9/22 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFinancial Executives International
920.750.9110
michelle@mwcommunications.org
Session Topic
Understanding Social Security Benefits
Summary & Learning Objectives
Between the confusion of what benefits you’re entitled to and when, as well as the future of Social Security, there are many opinions and questions out there. This virtual session will untangle the basics of Social Security and help you plan for your future by detailing what benefits to expect in retirement.
Kelli Send, CFP®, M.Ed
Principal, Sr. Vice President – Participant Services
Money Advisor – MoneyAdvice@Work® Team
Francis Investment Counsel
Biography
Kelli leads the Firm’s MoneyAdvice@Work® Team, which focuses on employee education and personal financial wellness services. She brings over 30 years of financial services experience to the team including over 26 years with the Francis team. She holds a Bachelor of Arts Degree in Business Administration – Marketing from Michigan State University and a Master of Education from Carroll University specializing in Adult Education. She is responsible for all aspects of employee education, including curriculum development, design of education programs, and delivery of face-to-face financial wellness services. She has extensive experience in training and public speaking engagements and has authored research on the impact of workplace financial education programs on 401(k) participant rates of return. She holds a Certified Financial Planner (CFP®) and certified Health Savings Advisor (CHSA®) designations.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
