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Maximizing Social Security - Mary Beth Franklin

Maximizing Social Security - Mary Beth Franklin

Location: Online Webinar

Date: 2024-10-29T18:00:00 - 2024-10-29T19:00:00

Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. Her Social Security presentation provides an overview of how claiming age, marital status and work history can affect benefits and why it's important to work with a financial advisor to develop a claiming strategy to maximize benefits. She discusses keys that married couples and divorced individuals should understand, as well as difference between Social Security retirement and survivor benefits. Attendees learn the pros and cons of delaying benefits until FRA or later and valid reasons for claiming early. 

This session is only presented by the third-party speaker described above.  


No products will be sold.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. 

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 

Not all team members may provide all products, programs and services in all states. 

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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