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Financial Strategies For Successful Retirement

Joseph Silvestri, CFP, ChFC, CLPC, 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 4-18, 6:30-9 pm
Freehold Campus

Sec 2: Wed, Mar 25-Apr 8, 6:30-9 pm
Lincroft Campus

Fee and Code: $65, XFING 002

Understanding Medicare & Medicare Option Care

Alfred Norton, licensed health insurance agent

Whether 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 regarding the major insurance companies in NJ for Medicare Advantage, Medicare Part D Drug Plans and Medicare Supplement Policies.

Sat, Mar 21, 9:30-11:30 am
Fee and Code: $39, XFING 070

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!

Sat, Apr 25, 10 am-noon
Fee and Code: $39, XFING 089

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