Michael Soos is a distinguished professional and the President/Founder of Soos Consulting Group, a highly regarded business consulting firm. With an illustrious career spanning over 34 years in the financial services industry, he has made significant contributions while working with a leading Fortune 500 company. Throughout his tenure, Michael has demonstrated unwavering dedication to assisting financial professionals and their clients in crafting comprehensive retirement plans. Possessing a wealth of expertise in Social Security and Medicare, Michael is recognized as a subject matter expert. His profound knowledge and insights make him an invaluable resource for financial advisors, CPA’s and attorneys seeking solutions for their clients’ income planning needs. By sharing proven business strategies and offering education on industry-related changes, he empowers these professionals to enhance their practices and serve their clients more effectively. As a testament to his commitment to knowledge dissemination, Michael has conducted over 2000 workshops and lectures on Social Security and Medicare. Additionally, he has been a Continuing Education Instructor for more than 26 years. He graduated from St. John’s University where he earned a bachelor’s degree in business management.Residing in Mooresville, North Carolina, Michael cherishes his time with his wife, and their three children. Outside of his professional endeavors, he enjoys competitive powerlifting, travelling with his family, and indulging in the game of golf.
Listed skills include Mutual Funds, Series 63, Series 7, Strategic Financial Planning, and 20 others.