Social Security & Medicare Workshop in St. Louis Park, MN on 08/02/2022

600 U.S. 169 S,St. Louis Park MN 55426

02 August, 2022

Description

This course will provide you with much needed information to help you better understand Social Security and Medicare and will help you to determine the best options for your own situation. You will learn how and when to properly file for your social Security benefits, as well as how to coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. You will also learn about the different parts of Medicare, what it does and does not cover, and how the upcoming changes to Medicare will affect you. WHAT YOU WILL LEARN • How the age at which you apply for benefits will affect the amount you receive. • How to maximize Social Security benefits and how to minimize the taxes on them. • How to determine which claiming strategy is best for you. • When it makes sense to delay benefits - and when it does not. • What Medicare does and does not cover. • The difference between parts A, B, C, and D. • Do you need a Medicare supplement? • Medicare Advantage plans explained. . . . Financial Planning and Investment Advisory Services offered through Oakwood Capital, Inc., an SEC Registered Investment Advisor in the State of Minnesota.