Broker Check
31 Jan
Understanding Social Security and Medicare with Keith Meyers CFP® & Jared Woodward CFP®

Description

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 at the Cannon Falls Library 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.

Date and Time

Wed, Jan 31, 2024

6:00p - 7:00p CST

Location

Cannon Falls Library

306 Mill Street West
Cannon Falls, MN 55009
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PT1H

Event Registration


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