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 ( or 765.640.1211) to receive your personal Zoom invitation.

Days until May 17

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T: (765) 640-1211 F: (765) 640-9425 E:

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