October 16, 2014
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FRANKILN MASSACHUSETTS, October, 2014 … Kevin R. Goffe, President and CEO of
Dean Bank announced that an upcoming free educational workshop entitled “Do You Know YOUR Social Security Benefits?” will be held for the benefit of the public as well as current customers at the bank’s Main Office branch, 21 Main Street in downtown Franklin, Wednesday, November 5th from 9:30 – 11:30 AM.
Social Security is an important component of retirement income strategy. Understanding the 7 keys to optimizing benefits is critical. They are:
o Social Security basics
o Medicare
o Income benefits
o Tax implications
o When to start benefits
o Working in retirement
o Spousal and survivor benefits / Estate Planning
Learn about ways to identify potential retirement income gaps & the customized solutions that meet your needs. All material presented by Carl Scheinman, Financial Services Manager at Dean Bank, Quentin Climer, Divisional Vice President, Sun America and Ralph Tepper, Attorney at Law.
Carl Scheinman has been in the Financial Services industry for more than 33 years. His industry experience, as well his prior career as an educator provides a unique combination of knowledge & the ability to share it in an effective manner. Quentin draws from 19 years of financial services industry experience and values his reputation as being a “go-to” source for sound solutions that meet the changing needs of his clients. Ralph has been practicing law since 1979 and specializes exclusively in estate planning since 2001. Quentin and Ralph will share their experiences with attendees, helping them to better plan for what lies ahead with Social Security and other important retirement components.
Do You Know YOUR Social Security Benefits?
Date: Wednesday November 5, 2014
Location: Dean Bank’s Main Office 21 Main St. Franklin
Time: 9:30 - 11:30 AM
Register: Contact Kathy Doura at (508) 528-0088 or e-mail at info at deanbank dot com
No cost to attend, but seating is limited. Please pre-register. This complimentary workshop is not a sales presentation. Dean Bank is committed serving our communities through educational programs such as this. Light refreshments will be provided. Dean Bank, founded in 1889 and celebrating its 125th Anniversary in 2014, is a Massachusetts state-chartered, mutually owned institution with assets of $250 million. The bank has offices located in Franklin, Blackstone, Bellingham, and Mendon. As a member of both the FDIC and the SIF, the bank’s deposits are insured in full.