The 360 on Social Security
Social Security accounts for 40 percent of pre-retirement income, making it an important factor in retirement planning. In fact, 97 percent of the elderly (aged 60 to 89) either receive Social Security or will receive it according to the Center on Budget and Policy Priorities. Get the download on recent changes to eligibility ages, how to help your client choose the right Social Security option, and when and how to file for benefits.
Mason Gorris – Investment Advisor Representative, InvestWise Financial, Bloomfield Hills
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Mason has a passion for helping individuals and families with the difficult decisions they may face while investing and planning for their future. Mason graduated from Michigan State University's Eli Broad College of Business with high honors. He excels at putting full effort into every unique situation he is faced with. “Nothing is more rewarding than hearing that I have given people the peace of mind to navigate their retirement,” says Mason.
In his practice, it is important that all three pieces of the retirement planning puzzle come together while working with his clients: investments, social security and taxes. By providing clarity on all three of these topics, Mason believes individuals and families have a much better understanding of their personal circumstances and the things that they can accomplish financially.
As a frequent speaker at retirement education workshops, Mason strives to help people become familiar with financial concepts in an easy-to-understand way.
Mason holds his FINRA Series 7 and Series 66 licenses along with his Life and Health insurance license.
In his free time, Mason enjoys golfing and spending time on a lake boating and fishing.
Thu, Apr 22, 2021 - 11:30am to 12:30pm MDT
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