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ORGANIZER:MAILTO:planwithHWA@ampf.com
DTSTART:20240913T170000Z
DTEND:20240913T180000Z
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UID:20240504T211400Z_3bead8cf-2fe9-4e8f-a75c-ce4f82cedaee
DTSTAMP:20240504T211400Z
SUMMARY:Social Security & Medicare Strategies
DESCRIPTION:Healthcare is one of the biggest expenses of our lives, and the top expense of retirement, according to AARP. The average 65-year-old couple retiring in 2022 will spend $315,000 in healthcare and medical expenses over the course of their retirement, according to Fidelity. Still, many people don’t do a lot of extensive planning before filing for Social Security and Medicare. But with all the minutiae and technicalities around these processes, it’s essential to take a proactive approach to evaluating the options and how they fit in with your retirement income. If you have the opportunity to draw on Social Security or enroll in Medicare in the next 10 years, join us for a virtual workshop on Maximizing Social Security & Medicare. We’ve partnered with a benefits expert—Laci Moyer Vice President, CFP, RHU—to answer questions about top strategies for optimizing the benefits from both systems, as well as avoiding common mistakes. During the workshop we’ll cover:  Social Security basics and top strategies like restricted applications, suspending benefits, the “do-over,” and the Survivor Reset     The various Medicare plans and how they’re different: Part A, Part B, Part D, Medigap, and Part C     Potential benefit increases you could see with these strategies    There is so much money and risk we can help you with strategies for. Our goal is to help you learn how to get the most out of these systems you’ve contributed so much into over your working years.
PRIORITY:5
CLASS:PUBLIC
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