February 28, 2018 Platinum Sponsor

Virtual Dinner Meeting
"Understanding Social Security and How It Affects an Estate Plan."

Date: Wednesday, March 3, 2021
Time: 6:00pm - 7:00pm
Location: Zoom - instructions will be sent prior to the meeting.
Speaker: Mary “Kit” Mac Nee, CFP, CRPC

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RESERVATIONS DUE MONDAY, March 1, 2021
Members Must Register All Guests.
Zoom invite will be sent prior to the meeting

5:30 PM:   Zoom Room Opens, “Cocktail Hour” Networking Time
6:00-7:00 PM:   Program and Q&A


Topic:

"Understanding Social Security and How It Affects an Estate Plan."

About the Topic:

Mary “Kit” Mac Nee will walk us through the ins and outs of Social Security so we can better advise our clients and understand how it fits in to a client's estate plan.  


About the Speaker:

 

Mary “Kit” Mac Nee, CFP®, CRPC ®, CSPG®, AEP®

Financial Advisor

Her expertise is about conditioning your financial life for strength, health and endurance. Kit joined Morgan Stanley Wealth Management as a Financial Advisor in Pasadena, CA in 2013. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly nine years.

On her way to becoming a Certified Financial Planner™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources.

Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit her family, including trips to Detroit, her original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. for public speaking engagements, to support clients and the community organizations she works with. Her volunteer work continues as a board member for the National Association of Estate Planners and Councils and St. Barnabas Senior Services, Los Angeles.  Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a Certified Financial Planner™ and Accredited Estate Planner® in 2013.


Continuing Education:

  • (1) CFP CE
    (1) CPE – pending approval.


Cost: 
Members must register all guests.
Members - no charge
Member Guest – no charge
Guest requesting CE credit  - $40.00


 

 

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