EDUCATIONAL COURSES
Maximizing Social Security

MAXIMIZING YOUR SOCIAL SECURITY WORKSHOP


The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.

$15 per person
(Spouse/Guest at no extra cost;
Additional workbooks $9 each)

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Retirement Planning

PRINCIPLES OF RETIREMENT PLANNING


The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.

The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

$49 per person
(Spouse/Guest at no extra cost;
Additional workbooks $19 each)

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Medicare 101

MEDICARE 101


When it comes to Medicare, you have choices. Knowing how to navigate these choices and identify which programs are most suitable to your physicians, prescriptions, and the care you desire can be an overwhelming task.

By the end of class you will be able to answer all of the following questions (that each person will need to be able to answer for themselves):
• What do I need to do before enrolling in Medicare?
• What if I have health coverage at work & don’t want to retire yet?
• What are Medicare Parts A, B, C and D?
• What are the differences between Medicare Supplement & Advantage plans?
• Many physicians will not accept Medicare…how do I find a plan that will work with my doctors?
• Are my prescriptions covered? What is the “Donut Hole?”
• Do I have deadlines to enroll?

Tuition Waived
(Class Materials $15 per person;
Spouse/Guest welcome;
Additional workbooks $9 each)