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Chico State Alumni Association

Wildcat Connect Wealth Management Series: Social Security

social security

Webinar Recording 

Summary: This webinar will discuss Social Security retirement income strategies, Medicare basics, and how using a Roth IRA might help reduce taxes on Social Security benefits.

Moderator: Athena Zhang, Finance and Marketing Department Faculty

Panelist: Kim Foss, '90

kim fossKimberly Foss is the author of Wealthy by Design: A 5-Step Plan for Financial Security. She is also the founder and president of Empyrion Wealth Management™, where she brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. Foss began her career at Merrill Lynch as the youngest female account executive in its long history. She later left the commission-driven environment of a stock brokerage firm to found E&A Investment Advisory, which grew into the independent Empyrion in 2002. Kimberly is a thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with leading media outlets — including The Today Show, Good Morning America, CNBC, Forbes, The Wall Street Journal, Fox News, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report.