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About the Course
As we get closer to retirement it is important for us to understand our Social Security Benefit. This class is designed to help your participants to understand their benefits so they can get the best outcome for their financial decisions.
Matthew Willett is a registered investment advisor representative who works with individuals and families to create personalized financial plans and give honest investment advice. Prior to joining WealthPlan Advisors, Matthew worked at Charles Schwab where he serviced investment and retirement accounts for investors and advisors of wealth management firms across the country. He has a passion for financial markets and helping investors achieve their goals.
Matthew earned his Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University-Idaho.