Understanding Social Security, an important source of lifetime income, is crucial to your financial future. During this presentation we will highlight the essential facts, challenges, and strategies you need to know. We'll cover basics, including key terms, types of benefits, and calculation methods. We will discuss filing factors like marital status, dependent benefits, and employment status. We'll dispel myths, describe recent changes to the program, and discuss its future. Your financial security in retirement depends on understanding this income source!

Presenter: Elizabeth (Liz) Herman, IAR, ABFP™, (Investment Advisor Representative, Accredited Behavioral Finance Professional)

With over 30 years of experience in the Financial Services Industry, Liz is a passionate and dedicated leader in personal finance and wealth management. Through her decades of experience, Liz has gained a comprehensive understanding of the challenges individuals face when it comes to accumulating, growing, and maintaining wealth. Growing up in a single-parent household gave Liz invaluable lessons on strength, independence, and financial savvy. Together with her husband, she worked their way through post-secondary education, and her first job out of business school was in banking - the start of her career in financial services.

Liz is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6, 63, and 65 Registrations. She has also earned the Accredited Behavioral Finance ™ and Registered Social Security Analyst ® designations. In addition to providing wealth planning and management services, she provides educational programs to individuals and groups on topics such as personal finance and wealth accumulation tips and strategies. Liz lives the principles of Service Leadership in her professional and community life. She is involved in many non-profit and community organizations, including the Souderton-Telford Rotary Club, Telford Happenings, Inc., and Souderton-Telford Business and Professional Women.

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This presentation will be held in the Community Room. To register, enter your information below. Questions? Call the library at 215-723-9109.