LUNCH AND LEARN- Social Security - Your Questions Answered -
Webinar/Online
Wednesday, April 23, 2025 at 12:00pm ET - 1:00pm ET
This event has ended.
Info
Topic
Social Security - Your Questions Answered
Additional Information
We'll discuss how Social Security fits into your retirement income plan, when you should start taking benefits, and tax consideration. Lunch will be offered through Uber Eats.
Speakers
Ph.D.
Dr. Fanny Cruz is a seasoned financial advisor at Edward Jones, based in Blue Bell, Pennyslania. Dr. Cruz holds a Ph.D. in Managerial Economics from the University of Naples, Italy. Her academic background is complemented by prestigious certifications, including CERTIFIED FINANCIAL PLANNER ™, Certified Investment Management Analyst ® from the Wharton School of Business among others. These qualifications underscore her commitment to providing comprehensive and ethical financial guidance. Before joining Edward Jones in 2027, Fanny's career spanned various international roles. She began as a diplomat in Italy, tansitioned to nonprofit work on global projects. She speaks 5 languages, including Spanish and Italian, besides English. Her diverse experiences have honed her ability to develop personalized financial strategies that resonate with clients from all walks of life. Fanny specializes in retirement planning, wealth strategies, portfolio reviews, and financial guidance during life transitions such as divorce or widowhood. Outside of her professional life, Fanny is deeply committed to her family and community. She has been married for over 30 years and has 3 children and grandchildren. Her personal interests include traveling, swimming, horseback riding and ready. Fanny also dedicates time to volunteering and teaching in various churches across the U.S. and abroad.