WHEN: MAY 8TH, 2018
5:00 PM - 8:30 PM
5:00 p.m. - Networking
5:45 p.m. - Dinner
6:45 p.m. - Program
WHERE: THE CENTER CLUB
650 TOWN CENTER DR.,
COSTA MESA, CA 92626
COST: $50.00 EACH
TABLES: $500.00 (TABLE OF 10)
PREMIUM TABLES: $750 (FOR TABLE OF 10) INCLUDES $250.00 FOR WISE CHARITIES
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.
Don’t miss the opportunity to hear Mary Beth Franklin, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent national public speaker. Her presentation to WISE in 2013 put money directly in our pockets!*
Topics:
Gen-X and Baby Boomers-will you get the retirement income you are expecting?
Learn about how Social Security underpaid 82% of dually entitled widows and widowers.
What is the optimal retirement plan to stave off a financial crisis?
Learn how to manage retirement income in the most tax-efficient manner.
Learn how new age-related rules can affect your Social Security claiming strategies.
What you need to know about enrolling in Medicare if you work beyond age 65.
Learn why you can’t rely on information from your local Social Security Administration office.
Questions about Social Security? Find the answers in Mary Beth’s ebook "Maximizing Social Security Retirement Benefits" $29.95. www.investmentnews.com/mbfebook
Bio:
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.
*I personally have benefited financially from Mary Beth Franklin’s advice, and it was a windfall when I filed for spousal benefits. True Story! -- Darlene March
The evening starts at 5:00 with the reception and fabulous $5 glass of wine while you mingle. Buffet Dinner featuring Farm to Table fare and decadent dessert items begins at 5:30. The program starts at 6:15.
