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Rolling Stones 'No Filter' concert promotes financial education

Wendy Bennett
Local adviser chosen to represent region

It’s not often that a local Butler name is linked to the Rolling Stones. But Wendy Bennett’s is.

The financial adviser is being recognized by Horsesmouth and the Alliance for Lifetime Income for her efforts to educate the public on the role Social Security plays in retirement.

As the featured financial professional in this region, Bennet will be at the Rolling Stones’ tour stop Monday at Pittsburgh’s Heinz Field. The 12-city “No Filter” tour is being sponsored by Horsesmouth and Alliance for Lifetime Income, a non-profit education organization based in Washington, D.C.

“It’s definitely an honor to be selected in my field -- to be one of 12 across the nation,” said Bennett, a senior financial advisor with Bennett Associates Wealth Management, 122 S. Washington St.

Bennett will appear the day of the concert at the Alliance’s exhibit on Art Rooney Avenue outside Heinz Field. Then she will enjoy the Stones, who she calls one of her all-time favorites -- “A rock legend,” she said.

Bennett has been in the financial industry for over 30 years, including teaching the public about how Social Security integrates with their retirement income plans.

She is among the financial professionals and experts from across the country who have developed their skills using the company’s Savvy Social Security Planning program and she will be recognized by the Alliance during the Stones’ tour.

One of Bennett’s clients, who will join her for the concert, will be interviewed on the use of the financial strategies in the planning program. The footage will be featured in financial education videos for consumers.

“Wendy’s work around the greater Pittsburgh area is commendable for its consistent effort to reach people preparing for retirement, so they understand that Social Security can be the foundation of their retirement income plan,” said William Nicklin, CEO of Horsesmouth, a financial education firm. “But Social Security alone is never enough alone, and leaves people with a protected income gap. That’s why it’s so important for the public to understand that you don’t have a complete retirement plan if you don’t have an actual income plan that addresses how you’ll cover your expenses in 20-to-30-year retirement.”

Nicklin said Horsesmouth supports the Alliance for Lifetime Income in raising awareness about the role protected income plays in helping people achieve financial security in retirement. He noted that researchers have estimated that Americans lose as much as $3.4 trillion in potential protected lifetime income from Social Security benefits by claiming it before they reach full retirement age.

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