MyBrookdale

Financial

financial-planning


Understanding Medicare Care

Alfred Norton, licensed health insurance agent

Whether you are soon turning 65, or already a Medicare recipient, don’t miss this thorough review of Medicare program basics and the variety of ways to enroll in Medicare. Our discussion will outline Original Medicare (parts A&B),  Medicare Prescription Drug Plans (Part D), Medicare Advantage Plans (Part C with or without Medicare Part D) and, finally, Medigap Coverage (Supplemental) and how it interfaces with Original Medicare. We will evaluate Medicare entitlement, approximate costs and eligibility, together with outlining help/procedures for individuals with limited income or those receiving Social Security Disability. Information will also be provided regarding the major carriers in NJ for Medicare Part C, and Medigap Policies.

Sat, Mar 9, 9:30-11:30 am
Fee and Code: $39, XFING 070


Financial Strategies For Successful Retirement

Joseph P. Silvestri, CFP®, ChFC®, CLU® CASL®, CLTC®, Frank Gordon, CLU®, LUTCF®, and John Beninato CDFA® of Creative Financial Strategies

As Baby Boomers approach retirement, new financial questions arise. We’ll address your questions about building enough wealth to retire, increasing retirement income, and exploring lifestyle options. Discuss mutual funds, insurance, stocks, bonds, estate taxes, and long term care. You’ll receive a workbook packed with sound, solid information that you can take home and put to good use in the development of your own financial blueprint. Come away with a clearer picture of the opportunities available to improve your future financial security. Spouse/partner may attend for free. 3 SESSIONS

Sec 1: Wed, Mar 27-Apr 10, 6:30-9 pm Freehold Campus
Sec 2: Sat, Mar 30-Apr 13, 9:30 am-noon Lincroft Main Campus
Fee and Code: $65, XFING 002


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