Events

Retirees are faced with many important decisions. Some are more challenging than others, such as understanding Medicare and how it affects your financial plan into retirement. Learn how to plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for many reasons, including the impact of premiums, copays, and deductibles on retirement income. In this seminar we will cover:

• History of Medicare
• Medicare parts & when to enroll
• Medicare costs
• Medigap plans
• Medicare Advantage plans
• Working past 65

During this complimentary session, we'll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

Help ensure the success of your financial legacy by considering a financial plan gift to your children or other family members. Let’s talk about how to build on the foundation you’ve created and ensure the people you care about get sound advice.

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