Robert Kelley, AIF®
Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency
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Join Prosper Wise and the Social Security Administration to discuss how recent changes—specifically the Fairness in Social Security Act passed in 2025—may affect municipal employees and why those changes play an important role in helping them reach their retirement goals.
This session is designed specifically for plan sponsors and will provide an overview of the evolving Social Security landscape, the potential impact on municipal workers, and how financial wellness coaching from Marsh McLennan Agency and Prosper Wise can help employees navigate blending their Social Security, Medicare, Defined Benefit Pension, and Deferred Compensation plans.
Why Attend
Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency
Founder of Municipal Employee Benefits Group, Former co founder and president of Pension Technology Group (PTG)
Metropolitan Public Affairs Specialist, Social Security Administration