Lunch & Learn Medicare and Social Security
Social Security and Medicare are government entitlement programs that you are eligible for at some point in your life. And as you can imagine, understanding your options, and rights can be very confusing. When you become eligible for these programs and when you decide to take the benefits is unique to each individual.
In this session, we will educate you on the basics of Social Security and Medicare and what your options are.
We will help answer questions like:
- When should I start taking Social Security?
- How does it work if I am divorced, widowed, or remarried?
- Can I take Social Security if I am still working?
- When am I eligible for Medicare and do I need to take it?
- What are Medicare Parts A, B, C, and D?
- Does Medicare cost me anything, what does it cover, and more importantly what does it not cover?
- What is the “Donut Hole”?
- What’s the difference between a Medicare Supplement plan and a Medicare Advantage plan?
Please come with questions.
Seminar & Lunch Provided by;
Dave Moses and Dave Wiech
Statera Financial Group
BIO:
What separates Statera Financial from other financial planning firms is our focus on strategies that are designed to maximize spendable income during retirement. We do this through client-focused retirement income strategies, which include maximizing Social Security, minimizing tax liabilities in retirement, and utilizing cost-effective healthcare options in conjunction with Medicare. When asked, Financial Advisor Dave Wiech, told us “Our client’s primary concerns are running out of money and paying for healthcare in retirement. It is not just about your investments and rate of return, it’s more about how much income you can generate for yourself in retirement”. Dave Moses adds, “Due to longer life expectancy, we now have to plan for 30, 35 and even 40 years in retirement.”
Statera Financial is located in Walpole. Dave and Dave can be found locally doing financial seminars at adult education facilities as well as at the Tri-Town Chamber office, where they are active members. Dave Wiech adds one more thought, “It’s never too early or too late to start planning.”
Date and Time
Wednesday Jun 12, 2019
12:00 PM - 1:30 PM EDT
Wednesday June 12
12:00-1:30pm
Location
Tri-Town Chamber Building
280 School Street, Mansfield
Seminar in the SERVPRO Taunton/Mansfield Conference Room
Fees/Admission
Free to attend, however must RSVP
Lunch will be provided
Contact Information
Ruthie Briggs
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