A Closer Look at Your Social Security Benefits

Date: Thursday, August 17, 2017
Time: 11:15am - 1:30pm
Location: SDSM&T King Center, Christensen Hall of Fame Room
Speaker: Timothy Stauffer

     Timothy Stauffer  is  a trusted Financial Advisor with Edward Jones in Omaha, NE.  He has over a decade of experience in the financial services industry with a focus on investments, insurance products, and retirement. 

      His experience includes 10 Years with Prudential Annuities as a Regional Vice President, wholesaling annuity products from coast to coast.  He focused solely on conducting retirement planning seminars as well as continuing education for CPA’s and Estate Planning Attorneys.

     Tim is currently focused on retirement income planning and wealth distribution strategies for his clients.  Tim specializes in Social Security, Medicare and retirement planning strategies.  He has thoroughly researched Social Security issues to help his clients maximize benefits as a crucial piece for retirement income.

     Tim is completing his finance degree from Temple University and has recently completed his CFP courses.  Tim holds FINRA series 6, 63, 66, 7 and Life & Health licenses as well as being designated a Retired Income Certified Professional (RICP)

     Tim lives in Omaha with his wife Melissa and two children Aidan & Caitlin.  



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