Social Security and You: Making an informed decision about your benefits

Presented by: TJ Francomano and Scott Stimson

The Lake Norman Group at Merrill Lynch

Thursday, March 31, 2022 @ 12:00 PM – 1:00 PM

Held at the Lake Norman Chamber: Randy Marion Board Room

You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive these funds. When you decide to collect can be a function of a variety of elements—including your current health, family history of longevity, marital status and the age difference between you and your spouse.

Join us for an informative seminar during which we’ll discuss:

• Who is eligible for Social Security benefits?

• What factors you should consider before starting your benefits?

• When may be the most appropriate time to start taking benefits?

• Ways in which you can potentially maximize your benefits.

This special Lunch n' Learn will be held at the Lake Norman Chamber of Commerce - Marion Board Room (Suite 201). Lunch is provided by The Lake Norman Group at Merrill Lynch but requires a RSVP.  The program will also be available via Zoom virtually but requires an RSVP for the credentials. Both RSVP”s in person or virtually can be made by emailing Laura Rizzetta at Laura@lakenormanchamber.org or by calling the chamber at 704-892-1922.

About our Speakers:

T.J. Francomano grew up in Cornelius, NC and attended Colorado State University where he received his Bachelor’s degree in Tourism & Business Administration. After working with Vail Resorts for several years, TJ joined The Lake Norman Group of Merrill Lynch in 2018 as a Financial Advisor. TJ focuses his time servicing our clients and developing team growth. TJ holds the CERTIFIED RETIREMENT PLANNING COUNSELOR designation conferred by the Certified Financial Planner Board of Standards, the premier provider of financial services education.

Scott Stimson joined The Lake Norman Group of Merrill Lynch in 2013 as a Financial Advisor after a career in high-net-worth custom lending with US Trust. Scott helps provide customized wealth management strategies for our clients which has led to several recognitions. In 2018 he was recognized as “America’s Top Next-Generation Wealth Advisor “and in 2019 he was recognized as “Next-Gen Best-In-State Wealth Advisor” for North Carolina. Scott holds the CERTIFIED FINANCIAL PLANNERTM designation conferred by the Certified Financial Planner Board of Standards, the premier provider of financial services education. Scott is a graduate from North Carolina State University, earning his Bachelor’s degree in Business Management, concentrating in Finance and Economics.