California ADFP Chapter Workshop: March 3, 2018


When: Mar 03, 2018
Time: 10:00 am - 4:00 pm
Holiday Inn Express – Oakland Airport
66 Airport Access Rd
Oakland, CA
Type of Event:
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Saturday March 3, 2018

Time: 10 AM – 4:00 PM 


MaryBeth Franklin, CFP®

Topics: Social Security & Divorce Medicare

Natalie Leininger, CFP®, CDFA


Come for the information and enjoy the peer networking!


Holiday Inn Express – Oakland Airport

66 Airport Access Rd

Oakland, CA 94603

We look forward to seeing you at the event!

Register Here

Early Bird Pricing thru 2/10/18

$120 for ADFP Members

$140 for NON-ADFP Members

After 2/11/2018

$140 for ADFP Members

$160 for NON-ADFP Members

“The Dirty Dozen: Social Security Rules for Divorced Spouses”

Social Security rules are complicated and even more so when involving divorced spouses. This seminar reviews the duration of marriage rules to qualify for Social Security benefits on an ex’s earnings record, discusses what happens to benefits if one or the other ex remarries, and outlines the circumstances under which an ex-spouse may be eligible for survivor benefits upon the death of a former mate. It also discusses benefits for children of divorced couples.  During the seminar, I will review basic rules about Social Security benefit eligibility based on age, work history and marital status, discuss the changes to claiming strategies resulting from the Bipartisan Budget Act of 2015 and review rules affecting California state employees.

“Medicare and the Ticking Time Bomb of Retirement Income”

With so many Americans working beyond traditional retirement age, when to enroll in Medicare can be confusing and the price of missing key enrollment deadlines is high. This seminar reviews with rules and timelines for signing up for Medicare. It also discusses Medicare costs. Few people realize that how much they pay for Medicare part B and D premiums is determined by their income in retirement. Financial advisers will learn how to help clients avoid costly surcharges by positioning their assets in the appropriate accounts. 

Natalie Leininger, CFP®, CDFA

Topic: CALPERS and CALSTRS Pensions

Natalie Leininger, CFP®, CDFA is a Certified Financial Planner® in practice since 1989 and a Certified Divorce Financial Analyst since 2000 and has over 24 years of experience in the finance industry.  She is active in Collaborative Practice, working with the Collaborative team since 2000  Natalie is an active member of Collaborative Practice East Bay, Collaborative Practice Group of San Mateo County as well as the International Academy of Collaborative Professionals.

4 Hours of Continuing Education Credit has been requested.

Contact Beth with questions