Events

Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event.

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Join us for a timely discussion on how advisors can help clients stay on track with education planning—without sacrificing other financial priorities. In this session, we’ll cover:

· Why starting early matters—and the real cost of waiting to fund education goals

· How 529 plans have evolved beyond college tuition, including K‑12, student loans, apprenticeships, and more

· Key tax advantages and planning opportunities, including state tax benefits, gifting strategies, and SECURE Act 2.0 Roth IRA rollover considerations

· How to position different 529 investment approaches (target date, target risk, and single‑strategy options) based on client goals

· Common 529 myths and how to address client concerns around flexibility, financial aid, and control