A special retirement planning workshop with expert guest presenter, Mary Beth Franklin.

This is a unique opportunity for you to learn strategies to leverage Social Security and make the most of your retirement years!

Where

When

adivyakirti@ft.newyorklife.com / 602-380-2730

Kanchan Thareja, Agent, New York Life

kthareja@ft.newyorklife.com / 973-885-2508

Mary Beth Franklin is a personal finance and health issues expert for seniors. With a background as a Capitol Hill reporter, she offers an insider’s view of Washington regarding the prospects for reform of government entitlement programs and tax policy. She is a contributing editor for Investment News and writes regularly on Social Security issues and considerations. She has appeared on NBC’s Today Show and CNN to discuss a variety of issues affecting older Americans.

Mary Beth Franklin is a frequent public speaker addressing both financial industry and consumer groups on critical retirement topics such as income security, tax-efficient withdrawals, Social Security claiming strategies, career transitions, retiree health costs and long-term care issues. With a background as a Capitol Hill reporter, she can offer an insider’s view of Washington regarding the prospects for reform of government entitlement programs and tax policy. She can also serve as a moderator for industry, consumer and academic discussions of retirement security issues.

Ms. Franklin joined InvestmentNews, a weekly publication for financial advisers, as a Contributing Editor in January 2012. She writes a weekly retirement column for the highly regarded print publication and website www.InvestmentNews.com. She is the author of Maximizing Social Security Retirement Benefits.

Previously, Ms. Franklin was a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger’s annual Retirement Planning Guide. An award-winning journalist, Franklin covered retirement planning and distribution strategies, tax planning, Social Security issues and long-term-care. She also appeared in Kiplinger’s award-winning videos on annuities, Your Do-It Yourself Pension, and long-term care, Who Cares? Kiplinger’s No-Nonsense Look at Long-Term Care and How to Pay For It. 

Before joining the Kiplinger staff in 1998, Ms. Franklin was a syndicated columnist specializing in personal finance and health issues for older Americans. Her weekly personal-finance column for Maturity News Service (later called Third Age Media) appeared in more than 200 newspapers nationwide. 

Ms. Franklin received a Bachelor of Arts in communications from American University, in Washington, D.C., and currently serves as a professional mentor to graduate students in AU’s journalism program. She completed the Certified Financial Planning certificate program at the University of Virginia in April 2013