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How to Maximize Social Security Benefits

  • Hotel Carmichael 1 Carmichael Square Carmel, IN, 46032 United States (map)

As you near retirement, deciding when and how to claim Social Security benefits is one of the most important decisions you will make. Claiming strategies can be complex, which is why we are pleased to have one of the country’s leading experts on Social Security, Mary Beth Franklin, CFP®, join us for a special presentation on January 25, 2023. Mary Beth is an award-winning journalist, appears frequently as a guest on various radio and television programs, and even hosts her own podcast, The Retirement Repair Shop. We are honored to have her as our guest speaker where she will discuss how to maximize Social Security benefits using various claiming options for married couples, divorced spouses, singles and survivors.

We hope you can join us for this interesting and informative event. Heavy hors d’oeuvres will be served. 

COST: None. This is a free special event, so please share the information with a friend. Space is limited. 

RSVP: By Monday, January 23 online via Eventbrite, by calling 317-872-5090, or via email to christina@wefinancialadvisors.com

Earlier Event: November 10
Open House
Later Event: April 19
2023 Market Briefing Workshop