COURSE REGISTRATION –
Register Online Now or
Register by Phone by calling      713-871-5924   Lines open M-F / 9:00 a.m. to 5:00 p.m.
Course Code: S18727A

Tuition is $40 and a spouse or guest may attend at no charge.

OR – If you would like to attend all 3 classes as shown on the invitation for just $69 Click  HERE

When registering you will be directed to a PayPal Site. You do not need a PayPal account – simply use your debit or credit card.

OPTIMIZING SOCIAL SECURITY & MEDICARE

As you approach retirement, claiming your Social Security benefits and enrolling in Medicare – two of the most important decisions you’ll need to make – can be confusing and overwhelming. This course will thoroughly explain your Social Security and Medicare options, strategies for optimizing both benefits, and important factors you should consider BEFORE making any decisions.  

We will discuss these important topics and more: 

Social Security 

• Social Security rules, regulations and strategies to consider BEFORE deciding to apply for your benefits
• How the wrong decisions could significantly and permanently reduce your benefits for life
• Maximizing your Social Security benefits, minimizing the stealth Social Security tax, and coordinating Social Security with your other income sources

Medicare

• Medicare Parts A, B, C and D explained. What’s covered … and what’s not. When and how to enroll
• Supplemental (Medigap) and Medicare Advantage plans; Avoiding IRMAA surcharges.
• Comparing plans, navigating the process and making the best decision for your needs