Understanding Social Security

Coffee with Crossan Educational Event Series

In this session of Coffee with Crossan, David Crossan, CFP®, CLU®, CRC® of Shoreline Wealth Management is joined by Kevin Russ, CFP®, CLU®, Head of Advanced Markets Group at Brighthouse Financial. Together, they provide an educational overview of Social Security and explore key considerations around when and how to claim benefits.

This webinar is especially valuable for those looking to claim social security benefits in the next few years, and for family members or loved ones approaching retirement age. Understanding Social Security decisions can have a meaningful impact on long‑term retirement income and overall financial planning.

At Shoreline Wealth Management, we focus on making retirement planning and wealth management concepts clear and approachable so you can make informed decisions with confidence.

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CRC conferred by InFRE®

Kevin Russ, Brighthouse Financial, is not affiliated with or endorsed by LPL Financial and Shoreline Wealth Management.

Content provided at the event is for general information only and not intended to provide specific advice or recommendations for any individual