Meet SSA Boot Camp Presenter: Lynn Tramontano
Lynn Tramontano, a former workshop and adult services director, now serves as a Financial Advisor with Edward Jones. She offers specialized training on Family and Individual Financial Planning during the SSA Boot Camp. Her sessions provide valuable insights into navigating government benefits like Medicaid and Social Security, collaborating with attorneys specializing in these areas, and offering solutions for trust funding, retirement planning, and achieving financial goals.
“I LOVE that I am helping professionals who have a heart to help others. Because I was an SSA “back in the day” I have a personal passion to help those attending the SSA Bootcamp. I also love how engaging everyone is. I want everyone to walk away with good information and the best information is by everyone participating and asking questions. When I have this event on my calendar it is a great day for me. I feel like I am among friends. And because of that, I want everyone to know that I will support them and the families they serve with passion and integrity.”
What SSAs Have to Say:
“After hearing from Lynn, I feel confident in sharing information with others about wills and trusts and making my own personal decisions about them as well.”
“She presented so much great information in an organized fashion. She was incredible.”
“Lynn is so knowledgeable about the financial part. I walked away with an understanding of trusts and different accounts and how they work.”
“Such an excellent speaker with a wealth of knowledge and willingness to help.”
“Very helpful information about a complex topic that extremely well-presented.”
“This training is needed for all SSA’s so that they can help the families with what they need.”
Survey results from August 2024 SSA Boot Camp:
According to the survey results, 7 out of 7 SSAs would recommend Lynn’s session and felt they gained a better understanding of the topics covered.
Presented virtually via Zoom
November 1st – November 18th
Click the here to get started!
$500 Registration – Half Days, SSA Boot Camp
19 Hours of Professional Development
Over 1,500 SSAs trained with this program for the past 15 years!
If you have questions, please Email Our Service Team.
