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Breakfast and Learn: Social Security
Location: Ann Sathers (909 W Belmont)
Members & guests: free; breakfast provided
Join us for a free breakfast and presentation on social security from Senior Financial Advisors, Andy Lucas and Dominic DiPuccio, of Merill Lynch. With questions about the future of social security, equipping yourself with the knowledge of how to best prepare for your future is more important than ever. This presentation provide an overview of social security and an opportunity for questions and conversation. A free breakfast buffet will be provided.
About the presenters:
Andy and Dominic are Senior Financial Advisors at Merrill Lynch and Dominic is a CFP® professional. Our team, the Knowles Armitage Lucas Group, is a multi-generational team providing a customized wealth planning experience alongside investment management advice to a select group of individuals, families, and businesses. Our mission is to create lifelong relationships built around trust by providing our team’s high level of service, experience in wealth management and dedication for our clients and their goals.
Andy has worked at Merrill since 2009 and Dominic has been with Merrill since 2017. We’re proud that our team has been awarded by Forbes to their “Best-in-State Wealth Management Teams” list in 2023, 2024 and 2025.Â
Our team website is included here:Â Knowles Armitage Lucas Group – Financial Advisors in Cincinnati, OH 45236 | Merrill
FAQs
- Registration? Required for all events
- Email Reminder? Sent to all registrants the day before. Zoom link for virtual events included in email 24 hours before.
- Transportation? If you can provide a ride or need a ride, be sure to let the office know by emailing [email protected] or calling 773.248.8700. The Village aims to match drivers whenever possible.
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