CXS | Social Security Financial Update - Noon

Many individuals will end up relying heavily on the strength of Social Security to see them through increasingly longer retirements.  Social Security should be the first step to creating retirement income plans.  It can be the difference between individuals successfully retiring or outliving their assets and it is critical to get it right.

Learn how your social security benefits are calculated, options for taking them and strategies to maximize your benefits.

Donna Patton has been with Principal since 1979.  In 1994, she established her own practice to provide superior service to her clients.  She is actively involved in several civic and professional organizations such as the Estate Planning Society, the Kansas City Symphony and Women in Insurance & Financial Services.  In 2007, she was inducted into the Principal Hall of Fame.