This presentation will discuss when you are eligible for Medicare benefits, the timeline to enroll for benefits without penalties, what Medicare covers and doesn’t cover, additional plans that are available and work in conjunction with Medicare and finally, briefly discuss the financial assistance options.
Who Will Pay Your Income during Retirement After the Paychecks Stop? If you are nearing or entering retirement and are interested in a strategy designed to help build an income stream and make your retirement income last, join us for What Happens After the Paychecks Stop? A Retirement Income Primer. We’ll explore how to budget for retirement expenses, examine potential sources of retirement income and identify ways to address potential risks such as LTC and health care costs.
There are several strategies to help reduce your tax burden. Choosing tax-advantaged investments is one of them. Taxfree Investing: It’s Not What You Make, It’s What You Keep is designed to help inform individuals of the benefits and considerations of choosing investments that offer tax advantages. Participants will learn: Tax-advantaged investments and their features, Tax-free investment returns vs. taxable investment returns, Three ways to purchase municipal bonds, How tax-free investing can help you achieve your goals faster.