Morristown & Morris Township Library
Morristown & Morris Township Library

« June 2018 »
27 28 29 30 31 1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
1 2 3 4 5 6 7
Language Translations:ChineseSpanishRussian
Resize Text - A A A

Savvy Social Security

Savvy Social Security Planning: What Baby Boomers Need to Know

Tuesday May 13, 2014
7:00 PM
A new generation is getting ready to collect Social Security. Find out what you need to know to make the most of your retirement benefits at this educational workshop presented by Michael Aloi, a Certified Financial Planner with Summit Financial Resources, Inc.

Photo of Michael AloiAbout 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


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

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.


Sat (Jul/Aug):

9:00 - 9:00
9:00 - 6:00
9:30 - 5:00
10:00 - 2:00
1:00 - 5:00

Morristown & Morris Township Library · 1 Miller Rd. · Morristown, NJ 07960 · Tel: 973-538-6161

© Morristown & Morris Township Library. All rights reserved. • Designed and Hosted by Princeton OnlineFacebookSubscribe to our RSS Feed 
Staff Login