Social Security: Making Informed Decisions
with Daniel Hurley, Partner, Social Security Informed
March 18, 2026
Noon - 1:00 PM CT
Virtual
PART I: When to Start Retirement Benefits
PART II: How to Maximize Benefits
PART III: Understanding the insured status provision for disability benefits
PART IV: Medicare
full presentation outline below ...
Daniel Hurley is a Partner at Social Security Informed. He spent the last 20 years of his career working in the financial services / asset management industry.
His first job was at the service desk for Evergreen Investments in Boston, MA. After earning a promotion off the service desk and into the sales division, his passion for the investment markets combined with a unique ability to personally connect & build business relationships were quickly recognized and rewarded.
In 2007, Daniel accepted an external sales role and relocated his family to Houston, TX. Following the financial crisis of 2008, Evergreen was sold to Wells Fargo where Daniel retained his position at the new company and continued to excel in his role. In June 2021, he submitted his resignation and joined his dear friend and longtime mentor as a full partner at Social Security Informed.
Location:
Fees:
GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email: gnsefpc@navandassoc.comCopyright © 2021 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.
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