Why Retirement Planning is a Must for All Ages


5:00 pm - 8:30 pm
Location: The Center Club
650 Town Center Drive
Costa Mesa, California 92626

5:00-8:30 PM (5:00 PM – Networking, 5:45 PM – Dinner, 6:45 PM – Program)
Cost: $50.00 (Premium Tables: $750 for a table of 10, includes $250 for WISE charities)
1.0 CFP CE will be offered through FPA of Orange County

WISE and WOMENSAGE present a dinner and networking event featuring Mary Beth Frankin, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent national public speaker.

Retirement approaching? What you don’t know can cost you thousands! Whether you’re already in retirement, looking to retire in the next five to 10 years, or if you have family members who are approaching retirement and need great advice, this event is for you.

Continuing Education Information:

Mary Beth Franklin
Why Retirement Planning is a Must for All Ages
1.0 Hours CFP CE

This course has been developed to help women of all ages be more prepared for the benefits that Social Security can provide in retirement. Retirement for many can be challenging, and understanding all of the pieces that impact your retirement can be overwhelming to many. In addition, this course will discuss other components of the Social Security program that can impact clients as they prepare for retirement.

Learning Objectives:

1. How the new rules of Medicare & Social Security can benefit you.
2. How an optimal retirement plan can stave off a financial crisis.
3. How age related rules of social security affect claiming strategies.

Level of Complexity: Overview

Mary Beth Franklin has a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine. Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients™ Social Security Retirement Benefits,” is available for purchase.