About this Event
Join Us for a Seminar: Optimizing Your Retirement: Smart Decisions for Social Security and Medicare
Friday, October 31, 2025
From 2:00 PM to 3:30 PM
Learn How Social Security and Medicare Are Closely Linked and Often Go Hand-In-Hand With Effective Retirement Planning.
PROGRAM PRESENTERS
Erin Fountain, EA , RSSA®
Suncoast Social Security Advisors
Rick Liberto
Licensed Insurance Broker
Insurance Sales Inc
SEMINAR TOPICS
SOCIAL SECURITY
• Optimal Strategies for Social Security Retirement Income
• Tax Implications for Individuals & Self-Employed
• Working While Receiving Social Security Benefits
• Social Security Benefits – Spousal & Survivor
• Filing for Survivor Benefits & Taxes
• Social Security Correspondence – What to Do!
MEDICARE
• When Should You Enroll
• How and When to Become Eligible
• Enrollment Periods
• Making Changes to Coverage
• Defining Medicare Parts A, B, C, D
• Medicare Advantage Plans
• Medicare Supplement Plans
• Special Needs Plans
for Printable Flyer.
SEATING IS LIMITED!
For more information either call (941) 955-9099 or go to page on the Alderman Oaks website to share your request.
Event Venue & Nearby Stays
Alderman Oaks, 727 Hudson Avenue, Sarasota, United States
USD 0.00
