Savvy Social Security Planning: What Baby Boomers Need to Know
About Michael Aloi
With 14 years of experience in the financial services industry, Mike specializes in working with a wide variety of clients including retirees, executives, professionals and entrepreneurs. Mike has written numerous financial planning articles including for the Journal of Accountancy. Mike is also a member of the nationwide not-for-profit The Society of Financial Awareness, a public service organization committed to ending financial illiteracy. Supported by a team of in-house tax attorneys and Certified Public Accountants, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and two children. For more information please visit www.michaelaloi.com
About Summit Financial Resources, Inc.
Founded in 1982, Summit Financial Resources, Inc. is an independent, SEC registered financial advisory firm, Summit Financial Resources, Inc. provides a wide array of expertise from over 200 seasoned professionals, including CPAs, Tax Attorneys, Certified Financial Planners™, Estate, Insurance and Benefits Consultants and Investment Advisors. They work in an integrated structure to address all your financial objectives from a coordinated perspective. To learn more, click here to visit www.summitfinancial.com
All attendees will receive "The Baby Boomer's Guide to Social Security," a six page laminate reference.
This program funded by the Friends of the Library.