Financial Wellness: Social Security Explained


 

Due to high demand, registration for this program is closed. If you would like to be added to a waitlist, please fill out and email the brochure to cle@kcba.org.​

Brochure

 

Wednesday, March 25, 2020
Live and Webcast options available

Credits: 1.00 Other, Office Management, CLE Credit

A complimentary CLE in collaboration with The Society for Financial Awareness

Topics

  • Type of benefits you are eligible to receive
  • Difference between full retirement age and delayed retirement
  • Filing for benefits
  • Retirement planning strategies
  • Survivor benefits explained
  • Understanding taxation of benefits

 


Distinguished Faculty

Tyler Lively, CFP®, is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.).

After college, Tyler led a self-employment development program mentoring and teaching representatives in Haiti, Ecuador, Zimbabwe, and the Dominican Republic on lessons in entrepreneurship principles. Soon after, Tyler had the opportunity to support our nation's military and work for the Department of Defense in a finance position overseeing several multi-million dollar contracts. While Tyler enjoyed his time with the DOD, he had a strong desire to return to Washington state to be near family.

Following his return he became an Associate Financial Planner with a retirement planning firm, and in early 2017, he was promoted to Planner and subsequently earned his Certified Financial Planner® designation. He serves on an Investment Committee board and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning. Tyler is motivated by the ability to work with clients and help them achieve their financial goals.

Please Note:

This program is free. Please register to reserve your seat or receive information about streaming the program.

Please advise KCBA in advance of any condition that may impact your participation at the seminar so we may arrange appropriate and comfortable accommodation in time for the program.

Event Details

March 25, 2020
Registration: 11:45 AM
Program: 12:00 PM - 1:00 PM
Credits: 1.00 Other CLE Credit
Location
KCBA
1200 Fifth Avenue, Suite 700
Seattle,  WA
Options

There is no registration for this event.