January 27th 2016 Dinner Meeting
Join us for the next
EPC SKC Dinner Meeting
Wednesday, January 27th, 2016 at 4:30 P.M.
(NEW EARLIER TIME)
Ramada, Kent | 22318 84th Ave S, Kent, WA 98032
PRE PAY ~ ONLINE PAYMENT OPTION NOW AVAILABLE VIA PayPal
Speaker: Matthew Boelter Voya Financial Advisors Inc.
Review the changes to social security:
No lump sum payouts
No file and suspend
No restricted application
Who is, and isn’t, affected by the changes.
Strategies that still remain applicable for people that beat the deadline
How to plan for everyone else that are affected by the changes.
To understand why I became a Financial Advisor, we need to travel back in time two decades. At that pivotal time in my life, I had witnessed firsthand, the stress that money and economics can put on a family. As I experienced the impact that economic pressures had on my parent’s relationship, I started to take an interest in finance.
Skipping forward a few years, I found myself actually trading stocks in my 10th grade web design class and by 11th grade I had started college full time. Although I was unsure of what my career path would be at that time, the one thing I did know is that I wanted to have an impact in the lives that I touched. My curriculum was wide ranging, but most of my focus was in economics and various courses that would prepare me for a career in the medical field.
My career path became clearer when I found myself struggling through anatomy but excelling in economics. I did have a personal struggle, however, based on the fact that I believed medicine would allow me to directly benefit my patients, yet I perceived the financial world as impersonable and strictly analytical. It wasn’t until I had an opportunity to meet with my first Financial Advisor that I understood the impact an advisor can have on the lives of their clients.
Shortly after I decided to become an advisor I had an opportunity to meet with the President of a local financial firm. I went into the office hoping to walk out with a job offer, but learned instead that I had one last challenge to address first. The fact of the matter is that I was a nerdy awkward kid, and the sound advice I was given was to go get consultative sales experience so I could learn to give presentations and effectively teach and communicate with clients. There were many times where I almost gave up. Fortunately, I remained committed to my goal, and spent 5 years learning the communications skills I lacked.
I started working with my current team in 2012 and haven’t looked back. We are a firm that prides ourselves in using innovative strategies to help our clients live the life they want and leave the legacies they have always dreamed of.
I hold both the series 7 and the 66 registrations, and as a result, I am allowed to act as a Financial Advisor on my client’s behalf. I give regular social security and retirement income workshops to help people in the community make educated decisions about their finances and I spend most of my time helping my clients maximize their retirement income and plan for their legacy.
On a personal note:
I’m the proud husband of Roxanne and father of Aurora and Harlan. Roxanne and I met through a youth square dance club as teenagers and continue to volunteer at the annual youth dance festival that brought us together. As a family we enjoy the outdoors and we have recently completed the construction of a new house just outside of Mukilteo, WA.