Events

Social Security and Medicare play a critical role in retirement planning, yet understanding when and how to maximize these benefits can be complex.

Join us for an educational presentation designed to help you better understand how Social Security benefits are calculated, key claiming strategies, spousal and survivor benefits, the impact of the Social Security Fairness Act, and potential tax considerations. We will also explore the fundamentals of Medicare, including enrollment timelines, coverage options, costs, and common mistakes to avoid.

Whether you are approaching retirement or helping a loved one navigate the process, this session will provide valuable insights to help you make more informed decisions about two of the most important components of retirement planning.

Topics Include:

• How Social Security benefits are calculated
• Strategies for claiming Social Security benefits
• Spousal, survivor, and divorce-related benefits
• Social Security Fairness Act updates
• Taxation of Social Security benefits
• Medicare enrollment and coverage options
• Considerations for coordinating healthcare and retirement income