LIVE WEBINAR
Social Security and Retirement Preparation
One hour could change your financial future.
Get answers to your retirement planning and Social Security questions.
Feeling overwhelmed with planning for retirement or understanding Social Security? Join this free webinar to prepare for your future by learning how to:
- Estimate your Social Security benefits and learn how to optimize your payout.
- Target an appropriate retirement savings goal.
- Allocate your investments properly based on your personal risk preferences.
- Create an income plan that will meet your lifestyle needs.
- Understand how longevity and inflation may impact your plans.
Choose a date and time that work best for you
Webinar
Meet the presenters
Chad Waddoups, MBA
VP Wealth ManagementChad has been with Mountain America Investment Services since 2008 and brings more than 15 years of financial planning, sales, compliance and business management experience to the team.
Previously, he was employed by Fidelity Investments, where he held a number of management positions. Waddoups holds the following registrations through LPL Financial: FINRA Series 7, 63 and 9/10 securities licenses, as well as a life and health insurance agent’s license.
Chad received a Bachelor of Science degree in finance from Utah State University and an MBA from Brigham Young University. He currently resides in Fruit Heights, Utah, with his wife and five children. He enjoys running, boating, camping and motorcycle riding.
Holly Craig
Financial Education ManagerHolly joined Mountain America Credit Union in 2017. She has been in the financial industry for over 20 years, holding roles such as a licensed branch manager, small business banker and financial guide prior to becoming a financial education manager. Holly is a National Social Security Certificate holder.
Holly is passionate about making a difference in people’s lives through education. She believes that providing knowledge, along with resources and tools, will help guide others to financial wellness and overall happiness. She is also a volunteer coach for a health and fitness program. She provides education and support to help others achieve their healthy lifestyle goals.
Holly is a proud mother of two adult sons. She enjoys live music, outdoor summer activities and traveling adventures with her husband.
Holly Craig is not affiliated with or endorsed by LPL Financial.