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SOCIAL SECURITY STRATEGIES: ROAD TO A COMFORTABLE RETIREMENT

April 1, 2015 @ 11:30 am – 1:30 pm

94th Aero Squadron Restaurant
1395 Northwest 57th Avenue
Miami, FL 33126
USA

40% Discount ($24) for First-time attendees.

AIG LOGO Meet tomorrow’s Social Security challenges with savvy strategic insights. Presenters: Scott Sterrenberg, Divisional VP, AIG; Thomas G. Fread, Second VP, Financial Planning Specialist, Financial Advisor; and Daniel Pihl , Financial Advisor Morgan Stanley.
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Scott Sterrenberg, Divisional VP

Scott Sterrenberg works with financial advisors throughout the Florida East Coast. He is the “go to” person for innovative solutions that meet their challenges and those of their clients. With more than 32 years in the financial services industry, Scott brings a wealth of experience to his business partners along with actionable ideas. Scott, his wife Maria, and their two children reside in Boca Raton, Florida. He is a graduate of Eastern Illinois University. When not working, Scott enjoys basketball and golf.

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 Thomas G. Fread, Second VP, Financial Planning Specialist, Financial Advisor, Morgan Stanley

 Tom’s practice has focused on sustainable retirement income at Morgan Stanley since 2006. His experience in the financial services industry dates back to 1985. A graduate of Nova Southeastern University and member of the Planned Giving Council, Tom has been in South Florida since 1974. He enjoys raising and providing monies for cancer research.

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Daniel Pihl, Financial Advisor, Morgan Stanley

 Dan’s career in financial services began eight years ago at which time he developed a passion for helping individuals and families with their financial needs. He takes a holistic approach with an emphasis on financial planning with meaningful investment advice and strategies provided from within the financial plan. Mr. Phil graduated from Southern Connecticut State University. In his spare time he enjoys the outdoors, playing sports and volunteer work.

 

 

Lunch and Learn