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Kensington Virtual Event Recap
If you missed our March 30 Kensington Connect Virtual Event on the topic of finances and college admissions, we have made the recording available for you and for those in your network who may benefit. This is valuable information for anyone who has kids or grandkids in high school with plans to attend college.
One of the most important takeaways from the session is that the FAFSA is not just about financial aid. Many wealthier households can still benefit from scholarships that require the FAFSA to be completed.
We encourage you to share this recording with your family members and friends. In addition, please review the Top 10 Tips discussed in the recording below.
Watch the Recording Here. (Enter your information on the registration page to gain immediate access.)
Top Things You Should Know About the College Process
Please reach out to our Kensington team if you have any questions or additional needs at this time.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker- dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The content of this presentation is for informational and educational purposes only. Lincoln Financial Advisors Corp. and its representatives do not offer or provide any college admission services, legal or tax advice. We encourage you to seek the advice of a qualified professional, an attorney and/or an accountant prior to making financial and tax-related investment decisions. *Heidi King is not affiliated with Lincoln Financial Advisors.
Social Security and Medicare can be very confusing topics—yet they are both critical to helping you plan for your future.
Our Kensington team held a virtual event in collaboration with The Resource Group, an alliance of top-tier professionals within the Lincoln Financial Advisors organization in which we are lifetime members, in early October on this important topic.
Mary Beth Franklin*, one of the nation’s leading experts on Social Security and Medicare, was our guest speaker. Ms. Franklin is a highly acclaimed speaker, journalist, and contributing editor to Investment News.
Here are the Top Ten Tips on Social Security and Medicare Ms. Franklin provided our attendees.
Once you reach FRA, you can earn as much as you like without reducing your Social Security benefits. Any benefits lost to excess earnings prior to FRA will be restored in the form of larger monthly benefits going forward.
If you’d like to learn more about this topic or get access to the recording of our virtual session, please don’t hesitate to contact our office.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. We encourage you to seek the advice of an attorney or an accountant prior to making tax-related investment and/or insurance decisions. *Mary Beth Franklin is not affiliated with Lincoln Financial Advisors
*Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare and Retirement income. She is not affiliated with Lincoln Financial Advisors Corp. CRN-4974410-092922