Matthew Allen, Social Security Speaker

Matthew Allen Social Security Speaker

Meet Matthew Allen, Social Security Speaker

Experience, Recognition, Background

Matthew Allen is a Social Security speaker and serial entrepreneur driven by a passion for providing industry-leading advice to his clients. In working with his clients, he realized that there was a major education and advice gap when it came to claiming Social Security benefits and was determined to fill this void by co-founding his firm, Social Security Advisors.

Social Security Advisors has a single mission to help clients maximize their  benefits. For far too long, retirees have left hard-earned Social Security benefits on the table because of a lack of quality, customized advice. Matthew and his firm know the intricate rules and regulations to help advisors and consumers simplify what can be the confusing decisions, such as when to file, how to file, what to file, and how to do it in a way that’s customized to the client’s unique needs and circumstances.

Matthew also founded the Universal Group of Companies, a private investment firm in 2004, and prior to that was a NYSE Market Maker. He has pursued advanced education in the areas of business, finance, law, and politics and has held several FINRA licenses. He has also earned the CFA Institute’s Certificate of Achievement.

Matthew Allen's Social Security Expertise

View a Sample Presentation

Matthew is an established speaker on Social Security topics, including how to maximize your clients’ benefits.

Matthew Allen has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their benefits and avoid costly mistakes when filing.

In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.

Contact Us About Hiring Matthew Allen

Matthew provided a better understanding of the complex rules of social security claiming.

Not Sure What You're Looking For? We Can Help!

We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.  

We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.

Delivery options include in-person meetings, live webinar and pre-recorded formats.

Retirement Speakers Bureau

Learn More About Our Other Retirement Speakers and Topics

Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.