Register for Our Upcoming Webinar:
You’ve focused on building your portfolio—but are you taking the right steps to turn it into income?
📆Date: Tuesday, June 17th
⏰Time: 4 PM ET / 1 PM PT
Join Kimberley Threadgill, CFP®, CDFA®, Senior Wealth Manager at SAM, for a practical look at how Social Security fits into your retirement income plan—and why the timing of your decision could cost (or save) you thousands. In this webinar, we'll cover:
✔ Understanding Your Social Security Benefits – How to read your statement, what it means, and how your choices affect lifetime payouts.
✔ What Investors Need to Know – How your portfolio, income, and other assets can impact your Social Security strategy, including taxes and Medicare surcharges(IRMAA).
✔ Maximizing Benefits, Minimizing Surprises – How to position yourself for an efficient and effective retirement income plan.
Kimberley Threadgill, CFP®,CDFA®
Senior Wealth Manager
Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis on behalf of her clients to their attorneys and couples relating to divorce.
Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.
Watch Previous Webinars:
Green Thumb Investing: A New Way to Grow Your Wealth with SAM
Join CIO Austin Root and Deputy CIO Mario Valente as they discuss what today’s markets mean for investors—and why the traditional 60/40 portfolio may no longer cut it. Markets have changed. Your strategy should, too.
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From Business Success to Family Security: Insurance Planning with Purpose
Join Ryan Walker of SAM and Will Dudley of Crescent Wealth as they share strategies to reduce taxes, protect your business, optimize retirement, and use insurance to strengthen your financial plan.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262