Dinner Meeting with Speaker David Freitag - Social Security and Medicare Changes for 2024 Plus the “Stealth Tax and WEP/GPO Offsets
EVENT REGISTRATION IS CLOSED FOR THIS EVENT
**Note that this event begins at 5:00 pm -- 30 minutes later than our usual start time!
Please join us for our next dinner meeting on Wednesday, January 10, 2024 at the Grappone Conference Center in Concord when we will welcome back guest speaker, David Freitag, CLU, ChFC, CRPC of MassMutual as he offers his alway informative (and with a bit of humor) updates on social security and medicare changes for 2024. He will also discuss "The “Stealth Tax and WEP/GPO Offsets ."
About David G. Freitag, CLU, ChFC, CRPC, MassMutual, Financial Planning Consultant, Advanced Concepts Design Group
David is a financial planning consultant and Social Security expert for MassMutual. He last spoke for our council on Zoom back in January 2022. He is an industry veteran in financial services and wealth management, brings a deep passion and unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a financial planning consultant with the Advanced Concepts Design Group of the Massachusetts Mutual Life Insurance Company (MassMutual). He is a contributor to articles appearing in Market Watch, CNBC, the Street.com, USA Today Money, AARP, Yahoo Finance, Retirement Daily and www.massmutual.com. David holds Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Consultant designations, and his Series 7 and 24 securities licenses. He also holds a Master of Education and Bachelor of Science degrees from the University of Maryland.
Planning to bring invite a guest? If so, you can register them at the same time as you submit your RSVP or you can share this link with them to register on their own. Members, be sure to choose the "pre-paid" optoion. Guests are $50 each. Wednesday, January 3 is the RSVP deadline!
Thank you to member firm WIPFLI who is one of our co-sponsors for the evening!
The Council is seeking an additional co-sponsor for this event. If interested, please be in touch with Matt Gatzke at the Council office either via email (click here) or by calling 603-228-1231 ext. 2007.
Thank you.
