Worley Erhart-Graves Financial Advisors will play host to one of the country’s leading experts on Social Security, Mary Beth Franklin, CFP®, from 6:30 to 8:30 p.m. on Wednesday, Jan. 25 at the Hotel Carmichael in Carmel.
Franklin is a Social Security expert, financial journalist, and in-demand speaker. Among her many accomplishments, she is the author of Maximizing Your Social Security Retirement Benefits and host of the Retirement Repair Shop podcast.
“Mary Beth is the person financial advisors turn to when they have questions about Social Security,” said Juli Erhart-Graves, President of Worley Erhart-Graves Financial Advisors. “Social Security claiming strategies can be complex, but Mary Beth continually helps advisors, and their clients wade through the options. In addition, her knowledge of specialty situations and unique circumstances has been a guide when retirees have been given conflicting information from Social Security representatives.”
The event will be held in person and heavy hors d’oeuvres will be served from 6:30 to 7 p.m. The presentation will be an hour with time at the end for questions and answers.
Click here for tickets and information on this special event.
About Worley Erhart-Graves Financial Advisors
Worley Erhart-Graves is an independent, fee-only firm that aims to empower clients to feel confident and secure in their financial future. The team partners with clients to build tailored plans, unique to each individual’s financial situation and goals. This is the basis for not only truly effective financial planning, but also investment management and tax services.
The office is made up of CERTIFIED FINANCIAL PLANNER™ professionals (Worley Erhart-Graves) and CPAs (Smitson Erhart-Graves). CFP® professionals are held to the highest principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.