Events

Summer is here, so let's get outside and enjoy the weather! Join Greg and members of the Landmark Wealth Group Team for an afternoon of friendly pickleball, sunshine, and great company. Whether you're a seasoned player or brand new to the game, we're excited to have you come by and show off your best serve. Feel free to bring a guest - we'd love to see familiar and new faces on the courts! Space is limited so please make sure to RSVP to reserve a spot.

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.

Join us for a complimentary session where we’ll discuss factors that shape today’s retirement experience, behaviors and best practices while saving for retirement, considerations for living in retirement, and building a retirement portfolio.