Postponed Event: Why Retirement Planning is a Must for All Ages

The Center for Investment and Wealth Management (CIWM) with co-sponsors; Pacific Life and Women Investing in Security and Education (WISE) Proudly Present: “Why Retirement Planning is a Must for All Ages”

Retirement approaching? What you don't know can cost you thousands!

Whether you're already in retirement, looking to retire in the next five to 10 years, or if you have family members who are approaching retirement and need great advice, this event is for you.

Don't miss the opportunity to hear Mary Beth Franklin, a contributing editor at InvestmentNews, a nationally recognized expert in Social security claiming strategies, and a frequent national public speaker.

Topics include:

  • Gen-X and Baby Boomers-will you get the retirement income you are expecting?
  • Learn about how Social Security underpaid 82% of dually entitled widows and widowers.
  • What is the optimal retirement plan to stave off a financial crisis?
  • Learn how to manage retirement income in the most tax-efficient manner
  • Learn how new age-related rules can affect your Social Security claiming strategies.
  • What you need to know about enrolling Medicare if you work beyond age 65
  • Learn why you can't rely on information from your local Social Security Administration office.

The event is anticipated to qualify for 1.0 hour of CE credit for CFP® Professionals.  (Pending)

Co-sponsored by: 

WISE LogoPacific Life LogoPacific Life Logo


Mary Beth FranklinMary Beth Franklin

Mary Beth Franklin has a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine. Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. in her free time she likes to garden, ski, play the piano, and travel with her recently retired husband.

Event Details

Date: 03.19.2020
Time: 05:30 p.m. - 08:00 p.m.
Event Type: Public




Applied Innovation at the Cove
5270 California Ave #100, Irvine, CA 92617


Center for Investment and Wealth Management