As the time for Social Security approaches, we’re here to help you make the most of this important retirement benefit that you spent a lifetime paying into. With this in mind, we have provided basic answers to some of the most common questions associated with Social Security and the benefits it provides. This workshop is meant to be a starting point for discussions you’ll have when crafting a retirement plan. Even though there isn’t a one-size-fits-all solution for Social Security planning, this workshop will help you take the first steps.
Please join us for a one hour workshop where we will educate you and answer questions regarding the following topics.
An overview of Social Security
Qualification, benefit calculation and eligibility
A decision timeline when applying for benefits
Taxation issues
Spousal benefit options
The basics of Medicare,
Parts A & B
Advantage Plans (Part C)
Prescription Drug Coverage (Part D)
Medicaid and Long Term Care
Please click REGISTER on this page if you plan on attending or call/text our office 507.263.4830. We encourage you to invite your family and friends. This will be an informal workshop to review and answer any questions regarding Social Security and Medicare.