Understanding Your Social Security Income Options and Medicare in 2026 & Beyond!

A Social Security 101 & Medicare Educational Crash Workshop for the Confused and Frustrated. Become a Savvy and Smart Consumer!

You Will Learn

• Properly file for Social Security benefits.

• Maximize the amount you are eligible to receive.

• Avoid the most common mistakes people make when claiming their benefits.

• How much income you can make and still draw Social Security.

• How Social Security is taxed.

• Determining which claiming strategy is best for you.

• Claiming a spousal benefit, even if you are divorced.

Topics We Will Be Discussing

• How taxes could pose the biggest threat to your retirement—and how to protect your money from rising taxes.

• Why IRAs can be a retirement planning disaster if not handled properly.

• The benefits and pitfalls of a Roth Conversion.

• Create a TAX-FREE income in retirement from your current savings plan.

• Protect your assets from being depleted by long-term care.

• The implications of the SECURE Act 2.0 for your family.

• Reduce hidden risks and exposure to your assets.

Bonus Topics on Medicare

• When to apply to avoid penalties.

• Basic costs of Parts A and B.

• Prescription drug programs (Part D).

• Medicare Advantage & Medicare Supplement Policies.

We will be covering one of the most relevant and challenging financial topics Americans face today.

Room E-107 by the main entrance.

Spouses are encouraged to attend!

Seating is limited. Register now!