Events

Chart Chats are informative, virtual presentations by a financial advisor at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. The presentation is followed by a Question & Answer session based on the presentation.

"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.