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Savvy Social Security Planning


Adult Enrichment / Finances -
2025 Adult Winter/Spring Catalog

Careful planning can help you get the most out of your Social Security benefits. This workshop will help you determine the ideal time to apply and answer your big questions, such as: How is my benefit calculated? When may I begin receiving benefits? What if I apply early? How are benefits taxed? What's the best strategy for me? www.Thrivent.com

Instructors

Andy Roberts

Andy has been working in the financial advising industry for over a decade now. Working with so many great people and helping families retire with confidence has been the greatest joy of his career. Andy holds his FINRA Series 7 and 66, along with his Life and Health Insurance License. Andy lives in Rochester with his wife and three children. State Licensed: MN. ND


Thrivent Financial - John Milliron CRP, RICP

John joined Emerald Financial Group in 2024 after relocating to Rochester from the desert of Phoenix, Arizona. He worked with the military community for 10 years helping them with their financial planning needs and now with Emerald Financial Group, he is excited to help a new community reach retirement worry free. What keeps John motivated to come into work each day is helping clients reach their goals, retire fearlessly and give generously.

 April 2025 
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7130.231

  Andy Roberts , Thrivent Financial - John Milliron CRP, RICP


Northrop Community Education Center : Rm 306
Thursday, Apr 17
5:30 - 6:30 PM

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Min Age   18 yr.

Price: $ 12 00