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Social security ON-DEMAND Webinar

KEY steps to unlockING social security

Join our Financial Consultant, Shane O'Brien, as he hosts "Key Steps to Unlocking Social Security", a virtual on-demand workshop designed to help you determine how Social Security fits within your overall retirement plan.

You'll learn:

  • How to maximize your retirement income
  • The best time to begin claiming your benefits
  • How Social Security is taxed as it pertains to your other income
  • What potential changes to the program you need to watch out for
  • Key strategies to help you keep more of your money

If you have a family member, friend, or colleague who may also be interested, we encourage you to have them register. 

VIEW THE Webinar

Meet our Expert

Shane O'Brien
Financial Consultant

Shane rejoined RAA in 2021 after working in numerous capacities with RAA from 1998 to 2007. In prior roles at RAA, Shane served as a Relationship Manager as well as a Financial Consultant and Wealth Advisor, counseling clients on their retirement needs. In between his stints at RAA, Shane spent almost 13 years at Fidelity Investments in various leadership roles working with registered investment advisory and broker-dealer clients. Shane holds a BS in Finance from The University of Arizona.

about raa

Our entire approach to financial planning is built around the needs, concerns, and goals of the airline community. Whether you are just entering the airline industry, are nearing your final flight, or are enjoying the retirement you’ve worked hard to achieve, the team at RAA is here to support your financial journey from takeoff to touchdown.

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