Course Code: S19801A

COURSE REGISTRATION –
Register Online Now or
Register and Pay by Phone by calling      713-980-8119 
Lines open M-F / 9:00 a.m. to 5:00 p.m.

Tuition is $40 and a spouse or guest may attend at no charge.
Please call    713-980-8119   to make payment

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

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