Social Security: A Key Element in Longevity Planning

As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His  practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.

Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS and Bryn Mawr Trust. Jamie is also the author of the new best seller, Your Retirement Sketchbook.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.

A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.

Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare.

An award-winning journalist and Certified Financial Planning professional, Mary Beth offers in-person and online seminars about Social Security, Medicare and retirement income planning. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You. Her ebook, Maximizing Social Security Benefits, is available for purchase at her website www.MaryBethFranklin.com.

Editor and Publisher recognized Mary Beth’s On Retirement column in Investment News with an EPPY award for best business blog of 2021. In 2016, the Women’s Institute for a Secure Retirement honored Mary Beth with a Hero Award for her efforts to improve retirement security for women. She is also serves on the CFP Board’s Women’s Initiative Council, which focuses on improving gender and racial diversity in the financial services profession.

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 and previously hosted her own podcast, The Retirement Repair Shop, for seven seasons.