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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20261105T163000Z
DTEND:20261105T180000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Monthly Luncheon: Social Security: Your Questions Answered
DESCRIPTION:Social Security will likely be the foundation of your retirement income. Before you retire\, it's important to understand your options and the impact your decisions have on your retirement. Join us for our presentation Social Security: Your Questions Answered.\n\n\n\nWe'll discuss:\n\n\n\n  How does Social Security fit into my retirement income plan?\n\n  When should I start taking benefits?\n\n  What about taxes?\n\n\n\nLunch is included!\n\n\n\nLed by: Joe Lotozo\, Financial Advisor\, Edward Jones\n\nAs a lifelong Upper Arlington resident and CERTIFIED FINANCIAL PLANNER  professional\, I bring over a decade of experience helping individuals and families build\, protect and grow their wealth. My designations expanded my knowledge base in financial management\, retirement savings\, investment strategies\, wealth management and estate considerations.\n\n\n\nI attended THE Ohio State University\, then earned my master's in personal financial planning. I offer comprehensive financial planning: a personalized\, written plan covering goal planning\, cash flow analysis\, portfolio allocation\, risk and protection strategies\, and wealth transfer. Whether saving for retirement\, navigating a life transition or planning your legacy\, we deliver strategies designed around what matters most to you. We can work together to determine if this service is appropriate for your unique situation.\n\n\n\nWe collaborate with you\, your CPA and your attorney\, meeting in person at our Tremont Center office or virtually.\n\n\n\nCommunity Involvement\n\nMy commitment to Upper Arlington and greater Columbus extends beyond professional services. I've participated in Leadership UA and serve on the board of the OSU Rugby Alumni Society and Tri-Village Chamber. As Charity Newsie\, I support children in need across Franklin County. Residing here with my wife\, Alaina\, and our three daughters\, I'm deeply invested in this community through beekeeping\, gardening\, traveling and weightlifting.
X-ALT-DESC;FMTTYPE=text/html:Social Security will likely be the foundation of your retirement income. Before you retire\, it&rsquo\;s important to understand your options and the impact your decisions have on your retirement. Join us for our presentation Social Security: Your Questions Answered.<br />\n<br />\n<u>We&rsquo\;ll discuss:</u><br />\n<br />\n&bull\; How does Social Security fit into my retirement income plan?<br />\n&bull\; When should I start taking benefits?<br />\n&bull\; What about taxes?<br />\n<br />\n<em>Lunch is included!</em><br />\n<br />\n<strong>Led by:&nbsp\;</strong><a href="https://www.edwardjones.com/us-en/financial-advisor/joseph-lotozo">Joe Lotozo\, Financial Advisor\, Edward Jones</a><br />\nAs a lifelong Upper Arlington resident and CERTIFIED FINANCIAL PLANNER&reg\; professional\, I bring over a decade of experience helping individuals and families build\, protect and grow their wealth. My designations expanded my knowledge base in financial management\, retirement savings\, investment strategies\, wealth management and estate considerations.<br />\n<br />\nI attended THE Ohio State University\, then earned my master&rsquo\;s in personal financial planning. I offer comprehensive financial planning: a personalized\, written plan covering goal planning\, cash flow analysis\, portfolio allocation\, risk and protection strategies\, and wealth transfer. Whether saving for retirement\, navigating a life transition or planning your legacy\, we deliver strategies designed around what matters most to you. We can work together to determine if this service is appropriate for your unique situation.<br />\n<br />\nWe collaborate with you\, your CPA and your attorney\, meeting in person at our Tremont Center office or virtually.<br />\n<br />\n<u>Community Involvement</u><br />\nMy commitment to Upper Arlington and greater Columbus extends beyond professional services. I&rsquo\;ve participated in Leadership UA and serve on the board of the OSU Rugby Alumni Society and Tri-Village Chamber. As Charity Newsie\, I support children in need across Franklin County. Residing here with my wife\, Alaina\, and our three daughters\, I&rsquo\;m deeply invested in this community through beekeeping\, gardening\, traveling and weightlifting.
LOCATION:COhatch Lookout Room 1733 W. Lane Avenue Columbus\, OH 43221
UID:e.671.4005
SEQUENCE:3
DTSTAMP:20260915T163950Z
URL:https://business.chamberpartnership.org/events/details/monthly-luncheon-social-security-your-questions-answered-4005
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