Corporateburnout
Thinks s/he gets paid by the post
- Joined
- Sep 30, 2006
- Messages
- 1,743
I attended a "What to know before taking Social Security" seminar with Fidelity. I'm not sure if this was a private client account invitation but I assume it was since it included an open bar and a three course meal at a country club. I used to decline these invitations before but not anymore.
A representative from social security along with a Fidelity adviser conducted the seminar. Most of the information presented was common knowledge to most folks on this board but it was revealed that Fidelity has a new SS maximizer tool available for their clients. Unfortunately this tool is not available online but only as an in person complementary consultation. So if you have an account with Fido and want to explore different claiming strategies you can setup a meeting with your rep or discuss at your next annual meeting.
A representative from social security along with a Fidelity adviser conducted the seminar. Most of the information presented was common knowledge to most folks on this board but it was revealed that Fidelity has a new SS maximizer tool available for their clients. Unfortunately this tool is not available online but only as an in person complementary consultation. So if you have an account with Fido and want to explore different claiming strategies you can setup a meeting with your rep or discuss at your next annual meeting.
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