Coming Fall 2022 

This 3-day informational workshop (afternoon or evening) will share important rules and strategies for collecting Social Security, Medicare planning, Estate planning, Tax planning in retirement, and Retirement income planning.

Social Security Planning: The best time to apply - Delayed benefits - Coordinate spousal benefits - Understand survivor benefits - Optimize income sources.

Medicare Planning: Enrollment periods - What Medicare covers- Late enrollment penalties - Medicare and private insurance- Planning for high health care costs- What about long term care.

Estate Planning: What is in your estate - Planning for incapacity - Distribution strategies before and after death - Understanding probate - Why trusts - Ensure your assets go where you want them to go.

Tax Planning: Social Security taxation - Tax free retirement benefits - Strategies to keep more of your hard earned savings - Little known strategies to pay less tax.

Retirement Income Planning: Understand the risks - Identify income sources - Budget in retirement - A proper portfolio - Income distribution strategies - Asset allocation can avoid pitfalls