About this Event
You may already have substantial assets, a retirement strategy, and trusted advisors. But if your Social Security claiming decision, Medicare elections, retirement income plan, and long-term care strategy are not being considered together, there is a strong chance important opportunities are being missed. Over time, those missed decisions can lead to lower lifetime income, higher Medicare costs, avoidable healthcare exposure, and unnecessary pressure on retirement assets.
For many affluent households, at least one of these three issues is already in play: a poorly timed Social Security decision, Medicare premiums inflated by income planning mistakes, or no clear plan for handling a long-term care event without disrupting the rest of the estate.
This workshop is designed to help you identify whether your next major retirement planning priority is:
- maximizing lifetime Social Security income
- reducing avoidable Medicare and IRMAA costs
- protecting retirement assets from long-term care erosion
Join Derek A. Miser, Financial Advisor, and Greg Boling, CLTC, IRMAA-CP, for a private educational workshop focused on how these three decisions can materially affect retirement cash flow, healthcare costs, asset preservation, and family outcomes.
Register now to identify whether your greatest retirement planning risk is lower lifetime Social Security income, rising Medicare and IRMAA costs, or unaddressed long-term care exposure and to better understand what coordinated planning may help you do about it before those costs become harder to reverse.
Event Venue & Nearby Stays
Fairfield Glade Community Club, 7827 Peavine Road, Crossville, United States
USD 0.00
