March Session
Kit Mac Nee, CFP®, CRPC®, AEP® of Morgan Stanley will present “Social Security.” This is an in deep dive into the history of Social Security, its current status, how it is calculated and why it is important for advisors in estate planning to understand. Social Security is an amazing system of benefits which protects our workers in this country both while living and their survivors. By better understanding Social Security we can create better plans and their execution when the time comes.
Kit Mac Nee’s goal is to assist her clients in managing their finances so they can focus on living lives filled with joy from her office in Los Angeles, CA. She has been in financial services for nearly 20 years. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for 11 years.
On her way to becoming a Certified Financial Planner™, Kit served at the Inland Empire Community Foundation as its Director of Gift Planning. She worked with donors, professional advisors and local charitable organizations to build philanthropic assets that would provide a legacy of financial resources to the Inland Empire.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit her family, including trips to Detroit, her original hometown and around the world. She lives in Santa Monica, California and travels throughout the U.S. for public speaking engagements, to support clients and the community organizations she works with. Her volunteer work continues as Treasurer for the National Association of Estate Planners and Councils and board member of St. Barnabas Senior Services, Los Angeles as well as Social Justice Partners Los Angeles. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a Certified Financial Planner™ and Accredited Estate Planner® in 2013.
