The May 23, 2022, meeting will include a presentation by Timothy Fee on the topic "Social Security: Seven Keys to Enhancing Benefits". Anticipated for 1 CLE general credit.
Regional Vice President, Retirement Consultant Timothy Fee of Allianz Life Financial Services, LLC will speak on how managing your Social Security benefit is part of your retirement income process. Highlights will include educating on benefit basics, when it is most beneficial to start benefits while coordinating with retirement, as well as touching upon Medicare basics.
Planning for retirement today is different than it used to be. Tim, with more than 20 years of financial services industry experience, guides financial professionals in creating retirement strategies that help clients meet their long-term financial objectives in a variety of market conditions.
Tim joined Allianz Life Financial Services, LLC in 2005, was awarded Wholesaler Rookie of the Year in 2011, and has since raised nearly $1 billion in Allianz annuity premium. Prior to joining Allianz Life Financial Services, LLC, he was a financial advisor with Morgan Stanley in Edina, MN. He began his career in the back office of American Express Financial Advisors in Minneapolis, MN. Variable annuities have played a major role throughout Tim's career as a financial professional.
Tim received his BA in financial management from the University of North Dakota. He holds his Chartered Retirement Planning Counselor (CRPC) designation, along with his FINRA Series 7, 24, and 63 securities registrations, and his life and health insurance license.
Tim currently lives in downtown Chicago with his family. When Tim is not with his family, you can most likely find him on a golf course, a hockey rink, or at any live sporting event.