Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E: EastBayFPA@gmail.com   /  W: www.FPAEastBay.org

When

Wednesday, March 1, 2017 from 7:15 AM to 9:15 AM PDT
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Where

Crow Canyon Country Club 
711 Silver Lake Drive
Danville, CA 94526
 


 
Driving Directions 

Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at 

http://fpaeb.org/sponsors/

 

 

FPA East Bay Chapter Breakfast Meeting 3/1/17 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 

 

"New Social Security Rules: How to Maximize Social Security Benefits Now"

Presented By: Mary Beth Franklin, CFP
  

The Bipartisan Budget act of 2015 changed the rules for some key social security claiming strategies.  Mary Beth Franklin, CFP, will speak about the rule changes and their implications on claiming strategies, and how financial planners can help clients navigate these decisions to maximize benefits.  In addition, Mary Beth will present case studies to illustrate how advisers can put these strategies to work for clients.

 

About Our Speaker

Mary Beth Franklin is a frequent public speaker addressing both financial industry and consumer groups on critical retirement topics such as Social Security claiming strategies, tax-efficient withdrawals, income security, career transitions and retiree health costs. An award-winning journalist and Certified Financial Planner, Ms. Franklin joined InvestmentNews as a Contributing Editor in January 2012. She writes a weekly retirement column and blogs about Social Security for her audience of financial advisors. She is also the author of Maximizing Your Social Security Retirement Benefits ebook.

Wednesday, March 1, 2017

7:15am -9:00am  


Advanced Pricing: $38 FPA Members, $53 Non-Members, CFP Students $23

At-The-Door Pricing (After 2/27/17): $48 FPA Members, $63 Non-Members, CFP Students $33

Advance prices in effect through 2:00 P.M., Monday, February 27, 2017

Please note all reservations and cancellations MUST be made no later than 2pm the Monday before the monthly meeting. If reservations are received after the Monday before the meeting, the cost will be considered at the door. Refunds will not be granted to cancellations that are received after Monday at 2pm. All cancellation requests and at at the door registrations need to be made in writing to EastBayFPA@gmail.com