On August 19th, Carter Financial Management hosted an educational program, Your Social Security Strategy, at the Clubs of Prestonwood. The event welcomed guests both in person and virtually through Zoom, ensuring everyone had the opportunity to participate.
With the theme “Smart Timing. Informed Decisions. Stronger Retirement.”, the program focused on helping individuals better understand how Social Security fits into their retirement plan. Attendees learned how recent changes and long-term sustainability concerns may influence the timing and structure of their benefits.
We were honored to welcome Chad Dziedzic with BlackRock as our speaker. Chad provided valuable insights and practical strategies designed to help attendees make more confident and informed decisions about their Social Security options.
We are especially grateful to BlackRock for their generous sponsorship of the Carter Advantage Education Partners Program, which underscores our longstanding commitment to client education and empowerment.
Thank you to all who joined us—whether in person or online—for another thoughtful and engaging session. We look forward to continuing these important conversations at future Carter Education Partners events.
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