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Savvy Social Security Planning and Medicare Basics for Couples


Classes - Adult / Money Matters -
Adult Classes Winter/Spring 2024

Now is the time to start planning for Income in Retirement.


You will learn:
Social Security

  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits and when it does not
  • How to estimate your benefits
  • Innovative strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security Benefits
  • How to coordinate Social Security with your other forms of retirement benefits

Medicare

  • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care cost after going onto Medicate
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why most people pay too much for private insurance and how you can avoid excess costs
  • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

Robert S. Davis

Bob is a Certified Financial Planner, CFP®, who began his financial planning career in 1998. He has actively pursued his education ever since, participating in numerous professional study programs and completing many advanced courses in the financial advisory field. He is President of Financial Compass Corporation.

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SSMEDICARECOUPLES-WSP-24

  Robert S. Davis


Central Campus - Wayzata Central Middle School CMS : A411
Thursday, Apr 18
6:30 - 8:30 PM

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Min Age   40 yr.