Savvy Social Security Planning

Joseph Silvestri,CFP,ChFC,CLTC Creative Financial Strategies

What Baby Boomers need to know to maximize retirement income. Join us to learn the rules of social security benefits, the factors to consider when applying, innovative strategies for coordinating benefits with your spouse and how to minimize taxes. The decisions you make today have far reaching impact on tomorrow!

Wed, Jun 19, 6:30-8:30 pm
Fee and Code: $39, XFING 089

Understanding Medicare Enrollment And Option 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 ) and, finally, Medigap Coverage (Medicare Supplement) and how it interfaces with Original Medicare. We will evaluate Medicare entitlement, approximate costs and eligibility. Information will also be provided on an educational basis regarding the major insurance companies in NJ for Medicare Advantage, Medicare Part D Drug Plans and Medicare Supplement Policies.

Thurs, Jun 20, 6-8 pm
Fee and Code: $39, XFING 070

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