Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.
“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.
Byregistering for this event, you agree to your personal data including, but notlimited to, your name, company name, email address and registration formresponses to be held and used by Ameriprise Financial Inc. for marketingpurposes. More information can be found in our Privacy Policy which can be found hereby signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
HOSTED BY: [Latitude Wealth Advisory, Mike Purzner}, Ameriprise Financial Services, LLC
This is an informational seminar. There is no cost orobligation.
Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise Financial.
Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions.
Ameriprise Financial, Inc. does not offer tax or legaladvice. Consult with a tax advisor or attorney.
This event is sponsored by: First Eagle Investments. Thesesponsors and representatives are not affiliated with Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. 7708903ACMR0325
Mike Purzner CKA®Financial Advisor
Latitude Wealth Advisory A financial advisory practice of Ameriprise Financial Services, LLC