Let’s do a Social Security and Medicare workshop together!
Learn the key concepts and terminology of these key retirement programs, so you’re ready for the retirement of your dreams. We’ll talk about when you should enroll, whether spousal benefits are the way to go (and for which spouse!), how you can collect on your ex’s benefits, whether you should choose a Medicare Advantage plan or use Medigap coverage, and so much more
We’ll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals.
Click the Schedule Now button to set up a date and time at your convenience.