Maximizing Social Security & Medicare Informational Workshop: In-Person

What You Need to Know to Help Get the Most Out of Your Social Security Benefit and Understanding the Basics of Medicare

Social Security plays a critical role in retirement planning. For many Americans, it represents one of the largest sources of retirement income. However, the rules are complex, and the timing of your decision can permanently impact your lifetime benefits.

At the same time, understanding Medicare is just as important. Healthcare decisions in retirement can affect both your coverage and your overall financial plan.

Should you claim Social Security at 62, wait until full retirement age, or delay until 70?
How do spousal and survivor benefits work?
When should you enroll in Medicare, and what are your options?
How do these decisions work together within your overall retirement plan?

Advanced planning and informed decision-making can make a meaningful difference.

• How Social Security benefits are calculated
• How claiming age impacts monthly and lifetime income
• The role of spousal and survivor benefits
• How Social Security helps address longevity and inflation concerns
• How benefits coordinate with other retirement income sources
• Key claiming considerations before filing

• When and how to enroll in Medicare
• The different parts of Medicare (A, B, C, and D)
• Common coverage options and what they mean for you
• Key decisions to consider when selecting a plan
• How Medicare fits into your overall retirement strategy

Whether you are single, married, divorced, or widowed, this session is designed to provide clear, practical education so you can better understand your options and make informed decisions.

This is an educational presentation, NOT a sales event. There is no cost to attend, and the session is open to the public.

Attendees will have the opportunity to ask questions during and after the presentation.

Reserve your seat today - Space is limited - please RSVP early

Need Assistance? Call us at 855-763-0502 or email [email protected] with any questions and for accommodations of persons with special needs at the meeting. TTY: 711Doors open at 5:30 PM

Parking: free parking on site (parking will be validated) in the parking garage. More parking details to come.

Caidyn Taylor
Junior Advisor, CA LIC #4227953
On Behalf of Elisabeth Dawson
CA LIC #0C72164, #0G81294

The Greatest Compliment You Can Give Us is the Introduction to a Loved One or a Friend.

Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment advisor.

Event Venue & Nearby Stays

875 Prospect St suite 100, 875 Prospect Street, La Jolla, United States

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