Social Security and Medicare – Know Your Options
In Person Workshop
Course Code: SM18872C

This class is offered free of charge, but
Advance Registration is Required
Capacity is limited – Guarantee your spot by registering today

To Register –
Register on-line now! or
Register by phone    877-892-7088    (lines open 24/7)

Learn about important Social Security rules and strategies BEFORE filing for your benefits!

SOCIAL SECURITY & MEDICARE – KNOW YOUR OPTONS

As you approach retirement, applying for your Social Security and Medicare benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. With so many options, it can be difficult to determine the best choices for you and your situation.

This course is designed to help you gain a clearer understanding of your options and the factors you should consider BEFORE applying for your benefits. It will also teach you how to take an important aerial view of your retirement by exploring how Social Security and Medicare work i coordination with your other benefits and retirement assets. Whether you are three months or four years from retirement, you will learn valuable information that will help you make more educated decisions.

Here are just some of the questions we’ll answer in this course:

• How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
• What rules and regulations must I understand before deciding when to start my Social Security benefits?
• How can I maximize my Social Security benefit and minimize the taxes on my Social Security?
• What Social Security options are most beneficial to married couples?
• Is Social Security still going to be around when I need it?
• Should I consider delaying the start of my Social Security benefits?
• How are my Social Security benefits affected if I’m still working?
• If I’ve already filed for Social Security benefits, can I make a change?
• What are the different parts of Medicare and which ones do I need?
• What does Medicare cover and what doesn’t it cover?
• When can I enroll in Medicare?
• What is the difference between Supplemental (Medigap) and Medicare Advantage plans?
• Which plan is appropriate for me?
• How do I select the right prescription plan?
• How can I avoid the “donut hole”?
• How does Medicare coordinate with my other coverage(s)?
• When can I make changes to my Medicare Plan?
• How will my Social Security income and Medicare benefits work together with my other income sources and benefits to provide the most secure retirement possible?

Register Today and Get to Know Your Options!