Medicare, Social Security, and Retirement Planning - Presented by LBA

275 West Natick Road,Warwick RI 02886

21 July, 2022

Description

Join us for a special in-person workshop on Medicare, Social Security & Retirement Planning!Whether you're just thinking about retirement, are actually taking steps towards retirement, or are already retired, we can help at each stage. Join us to learn what you should know and let us help you have peace of mind!The workshop will be held at our office in Warwick, RI. Light refreshments will be served and there will be a free raffle at the end of the event.Space is limited to only 30, so please register now! Family and guests are welcome.Date: Thursday, July 21st at 6:00 PM!Give us a call with any questions or concerns:Legacy Benefit Advisors - 401-868-1400Agenda:Understanding MedicareTraditional Medicare, Medicare Supplements and Medicare Advantage PlansOpen Enrollment & “Underwriting” restrictionsPrescription drug “Donut Hole”Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, NWhy your health, lifestyle, and budget matterWhy your resident state mattersSocial Security OptionsEligibility requirements & how your benefits are calculatedBenefit differences at age 62, “Full Retirement Age”, and age 70Collecting Spouse’s or Ex-Spouses BenefitsCollecting while still workingRetirement PlanningMaximize your pension optionsEnsure lifetime incomeGrow savings without market riskProtecting savings and assets from long-term care needsEnsuring benefits and protecting assets for surviving spouse and children