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Savvy Social Security and Medicare Planning

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Instructor: Larry Albert, CFP®, M.B.A., AIF.®. This informative seminar covers the basics of Social Security and Medicare and reveals strategies for maximizing your benefits. The seminar will educate attendees on strategies that they can use to maximize their Social Security benefits and provide an overview of the Medicare program. Workshop attendees will learn: 1) How I can maximize my benefits 2) When it makes sense to delay benefits – and when it does not. 3) The importance of coordinating benefits with your spouse. 4) How to minimize taxes on Social Security benefits. Medicare basics and which plan to choose.

* Adjustments and discounts will be applied during checkout if applicable. *

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