WEBINAR ENDED
About this Webinar
The landscape of Social Security is changing. It may be more important than ever to continue to plan for retirement and stay up to date on your potential benefits. Join us for the December webinar to learn the latest on how much you could receive, when to take your benefit, how benefits are taxed, and more so you can make Social Security work best for you.
Agenda
Featured Presenters
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Mary Beth Franklin, CFP
Contributing Editor, Investment News
Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare.

An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News, a publication for financial advisers. She is also author of the ebook, Maximizing Social Security Retirement Benefits (www.MaximingSocialSecurityBenefits.com).

In 2016, Mary Beth was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her efforts to improve retirement security among women. She is also an inaugural member of the Certified Financial Planner Board of Standard’s Women’s Initiative Council which focuses on improving gender and racial diversity in the financial services profession. She received an EPPY award from Editor and Publisher in 2021 for best business blog.

Previously, Mary Beth 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, Mary Beth was a Capitol Hill reporter for United Press International. She is a frequent guest on numerous radio and television programs. Her podcast, The Retirement Repair Shop, was launched in 2019 and is now in its sixth season.
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Kevin J. Morris
Vice President & Chief Marketing Officer – Retirement and Income Solutions
Kevin is responsible for leading marketing for Retirement and Income Solutions. He’s focused on building experiences and marketing to help our customers save enough so that they can have enough in retirement.

Kevin joined the company in 1992 and served in a variety of roles across the globe supporting the retirement business. In 2000, he became a project manager at Principal International in Adelaide, Australia. Kevin later held roles in product development and marketing, and in 2008 became the head of marketing for Principal Funds and was based in El Dorado Hills, California. Morris returned to Des Moines in 2015 and assumed his position of vice president and chief marketing officer – Retirement and Investor Services.

A native of Des Moines, Kevin earned his bachelor’s degree in economics from the University of Iowa in Iowa City. Kevin is a member of the Principal Financial Advisors Board since 2015.
Webinar Details
Date: Wednesday December 7, 2022
Time: 2:00 - 3:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English
Webinar ID: fff11ab56032
Dial-in Info:
Dial-in Number: +1 (312) 248-9348
Dial-in ID:
Dial-in Passcode: 9890
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