Archive for Social Security

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies.
 

Passion/Expertise

Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance.

Position/Experience

Mary Beth Franklin is the President of RetirePro and a Contributing Editor to InvestmentNews. She has served as a Senior Editor to Kiplinger’s Personal Finance and a Syndicated Columnist for Maturity News Service/Third Age Media, using her background as a Capitol Hill reporter.

Presentations and Publications by Mary Beth Franklin
 

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®

Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get the most out of complicated new claiming rules’, has been updated to reflect changes in claiming strategies due to the Bipartisan Budget Act of 2015.

Presentations usually range from 45 to 90 minutes and include questions and answer sessions with the audience. Some of Mary Beth Franklin’s presentations include:

  • How to Maximize Social Security Benefits Now” discusses the new claiming rules authorized by the Bipartisan Budget Act of 2015 and reviews strategies for married couples, divorced spouses, surviving spouses and ex-spouses and single individuals.
  • The Broken Three Legged Stool” discusses the demise of pensions as a traditional element of retirement income and the need to include all sorts of assets beyond retirement accounts (such as home equity and continued employment) when creating a retirement income plan. It includes ways to maximize Social Security benefits under current rules.
  • The Ticking Tax Time Bomb” outlines the challenges of managing retirement income in the most tax-efficient manner and discusses the impact on retirement income on Medicare premiums.
  • Why Social Security is Crucial to Women – Women represent more than half of all Social Security benefits whether on their own earnings record or as a spouse, a caregiving spouse, an ex-spouse or a widow. Although women now work and pay Social Security taxes at higher rates than any other time in history, they face considerable retirement planning challenges due to their longer average lifespans and careers that are often interrupted for caregiving duties.
Education/Certifications

Mary Beth has a Bachelor of Arts, Communications, Cum Laude from American University, and her Certificate, Certified Financial Planning, from the University of Virginia.


Have Mary Beth Franklin speak at your event!

Mary Beth Franklin is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences. She is available to speak at your conference or appear at one of your events.

Inquire here about having Mary Beth Franklin speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center Webinar courses available from Mary Beth Franklin:
 

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

“Women and Retirement” provides specifics about what planners should do to help their women clients be more retirement secure.

Retirement Insight and TrendsRead an excerpt from this presentation on Retirement Insight and Trends.

 
 

Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Matthew Allen, CEO, Social Security Advisors

Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services.

 Passion/Expertise

Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.

Position/Experience

In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.

During his tenure, Matthew was responsible for a variety of collaborative responsibilities including: investment analysis, economic analysis, and equities and fixed-income trading. In conjunction with his associates at LaBranche, Matthew actively participated as a market maker in several of the largest NYSE-listed equity and fixed-income securities including, but not limited to: American Express, Inc., Merck & Co., Inc., Altria Group, Inc., Morgan Stanley, The Gap Inc., and SBC Communications, Inc.

Presentations by Matthew Allen

Matthew is an established speaker on Social Security topics, including how to maximize your clients’ Social Security.

As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew Allen has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.

In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.

Education/Certifications

Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications, and has been awarded the CFA Institute’s Certificate of Achievement.

Have Matthew Allen speak at your event!

Matthew Allen is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Matthew is available to speak at your retirement meeting, conference or event.

Inquire here about having Matthew Allen speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Matthew Allen
 

Maximizing Your Clients’ Social Security – Matthew Allen

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and retirement planning.

In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.

For more on this subject by Matthew Allen you may take this course for CFP®, CRC&reg, ASPPA, American College, and other continuing education credits here.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Retirement Professional Development

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Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP®
Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals
 

Passion/Expertise

With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.

Position/Experience

In her 20th year in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.

Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.

Presentations and Publications by Heather Schreiber
 

Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence. She has often been told that her quick wit and engaging teaching style make learning fun!

Have Heather Schreiber speak at your event!

Heather Schreiber is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management and is available to speak at your conference or appear at one of your events.

Inquire here about having Heather Schreiber speak at your conference or event!

Or, learn more about other Retirement Speakers Bureau presenters to find the one that’s best for you.


Retirement Resource Center Webinar courses available from Heather Schreiber
 

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber

Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement.

Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.

 
 

Posted in: PROVIDE Retirement Income, Social Security

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Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA, is an expert in Social Security strategies.

Passion/Expertise
Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work concentrates in two areas:

  • First, when should individuals begin Social Security benefits?
  • Second, how can we add value to client accounts using the tax code?

Position/Experience
Dr. Reichenstein holds the Powers Chair in Investment Management at Baylor University. He is Head of Research at Social Security Solutions, Inc, a firm that developed software to help individuals decide when to begin Social Security benefits www.ssanalyzer.com).

Publications
Dr. Reichenstein is a widely quoted in the national press. He has published more than 160 articles and several books including In the Presence of Taxes: Applications of After-tax Asset Valuations, FPA Press (August 2008) and Social Security Strategies (2011) with William Meyer.



Have Dr. William Reichenstein speak at your event!

Dr. William Reichenstein is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development group or event.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Dr. William Reichenstein present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development events:



Links

Find courses and products from Dr. William Reichenstein at the Retirement Resource Center.

Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security

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