Social Security

Date: Monday, March 23, 2020
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Jay Burgman, CFP®, AEP®, Northwestern Mutual

5:30pm Cash Bar, 6:15pm Dinner, 7:00-8:00pm Council Business and Program

Jay C. Burgman, CFP, AEP is a Fee Based Wealth Management Advisor with the Northwestern Mutual Wealth Management Company where he serves as fiduciary for his clients. He started his career with Northwestern Mutual in 1983 on Long Island.  He moved his practice to Tucson in 1985, and subsequently moved to Bucks County PA in 1994, where he and his wife of 46 years reside in Pipersville.  He serves clients nationwide and the firm’s mission is to serve pre-retirees and retirees with integrity, excellence, thoughtfulness, and compassion.   Rose and Jay have three adult children and six wonderful grandchildren.  His associate Jennifer Vinciguerra CFP, is a CFA level 3 candidate.  His son Michael Burgman, CFP is in the office next door, and they enjoy working together on personal and business cases.  Both Michael and Jay have advanced degrees in education, and find the best way to serve clients is to educate them properly.

Thank you to The Montgomery County Foundation, Inc. for sponsoring this meeting.  Please visit their website at http://www.mcfoundationinc.org/

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