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September 14 2017 Luncheon Program
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September 14 2017 Luncheon Program

There are TWO REGISTRATION FORMS, one for Ethics and one for the Luncheon. You must complete two registration forms if you are attending both Ethics and the Luncheon. Don't Miss Mary Beth Franklin! Speaking on Medicare and Tax Costs for Retirees!

9/14/2017
When: 09/14/2017
11:30 am
Where: Bethesda Country Club
7601 Bradley Blvd.
Bethesda, Maryland  20817
United States
Contact: Peggy Nelson
703-620-1712

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Registration for this event has now closed so that facility arrangements may be finalized. We hope to see you at our October Luncheon! Thank you!

 

PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

Mary Beth Franklin will be our Key Note Speaker for this Luncheon!

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 INVESTMENT NEWS as a contributing editor in January 2012. She writes a weekly retirement column and blogs about social security for her audience of financial advisers. She is also the author of Maximizing Your Social Security Retirement Benefits EBook. She was named a Wiser Hero in 2016 by the Women's Institute for a Secure Retirement.

 

Previously, Ms. Franklin served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Ms. Franklin was a congressional reporter for United Press International covering tax policy, federal budget issues and Social Security reform. She is a frequent guest on numerous radio and television programs including the Today show, CBS Early Show, CNN, CNBC, PBS’s WealthTrack and NPR’s Morning Edition.

 

Mary Beth will be speaking on Medicare and Tax Costs for Retirees. Don't Miss this insightful presentation including updates on pricing for 2018!

 

Approved for 1 CFP, 1 CIMA, 1 MD and 1 VA Insurance! CPA CPE Offered!