Details
August 13, 2024
7:30AM - 8:45AM EST
FPA Central Ohio Presents Social Security
Fawcett Center
Social Security: What you and your clients need to know
presented by
Adria Rosebrock, Hamilton Capital
As the Director of Wealth Management Operations & Training for Hamilton Capital, Adria Rosebrock has always embodied a deep passion for education, service, and teamwork. Whether she’s training the financial advisors in the firm, or helping clients navigate the intricacies of the Social Security system, Adria prides herself on making the complex simple.
As A CERTIFIED FINANCIAL PLANNER™ professional, Adria previously served as a financial advisor in the Washington, D.C., metro area, where she discovered her passion for Social Security and its critical role in retirement planning. This inspired Adria to become a National Social Security Advisor Certificate Holder and later, a subject matter expert on Social Security planning for Hamilton Capital’s financial planning team and all its clients.
With extensive subject matter expertise and a career spanning over 15 years, Adria is also responsible for Hamilton Capital’s specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating the firm’s financial planning tools to help enhance client experience.
Adria’s passion for education and training extends beyond her professional duties at Hamilton Capital, as she also served as a board member of the Central Ohio chapter of the Financial Planning Association and served as president in 2019. She is also the founding chair of the Consumer and Family Financial Serivces Advisory Board at OSU. As a graduate of Defiance College, Adria holds a bachelor’s degree in finance and management, with a minor in economics, as well as a Certificate of Financial Planning from Georgetown University.
Thank you to our Featured Platinum Sponsor
