Zoom Meeting

We would like to invite you to join us for Social Security – The Choice of a Lifetime Zoom Meeting on Tuesday, September 15, at 12:15 pm. This will be hosted by The Warren Group, at Morgan Stanley. In addition, our firm will give a brief overview of the IRA Distributions: Impact of the CARES Act. The Zoom Meeting, including a question and answer time, will last about an hour and 15 minutes.

You'll hear Adam Konst, David W Harris & John P Kane discuss:

• Why the Social Security filing decision matters
• The basics and rules behind Social Security
• How to integrate Social Security into a comprehensive retirement income plan
• The new IRA distribution rules

Please contact Shelly McCoy (shelly@jpkaneCPA.com or 765.640.1211) to receive your personal Zoom invitation.