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Public workshop on Medicare, Social Security, and Retirement PlanningAbout this Event
Join us for a special in-person workshop on Medicare, Social Security & Retirement Planning!
Whether you're just thinking about retirement, are actually taking steps towards retirement, or are already retired, we can help at each stage. Join us to learn what you should know and let us help you have peace of mind!
The workshop will be held at our office in Warwick, RI. Refreshments will be served!
Space is limited, so please register now! Family and guests are welcome.
Give us a call with any questions or concerns:
Legacy Benefit Advisors - 401-868-1400
Agenda:
Understanding Medicare
- Traditional Medicare, Medicare Supplements and Medicare Advantage Plans
- Open Enrollment & “Underwriting” restrictions
- Prescription drug “Donut Hole”
- Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, N
- Why your health, lifestyle, and budget matter
- Why your resident state matters
Social Security Options
- Eligibility requirements & how your benefits are calculated
- Benefit differences at age 62, “Full Retirement Age”, and age 70
- Collecting Spouse’s or Ex-Spouses Benefits
- Collecting while still working
Retirement Planning
- Maximize your pension options
- Ensure lifetime income
- Grow savings without market risk
- Protecting savings and assets from long-term care needs
- Ensuring benefits and protecting assets for surviving spouse and children
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Event Venue & Nearby Stays
Legacy Benefit Advisors, 275 West Natick Road, Warwick, United States
Tickets
USD 0.00
