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Social Security & Medicare:
What You Don't Know Could Cost You
Presented by Triad Investment Management
The decision about when to apply for Social Security is important - delaying benefits to a later age makes sense for some but not all people. Medicare is even more complex, with more coverage options and rules. And, the decision a Medicare client makes at age 65 might not be the right decision at age 75.
To help sort through these issues, we've partnered with benefits expert Ryan Madigan of Boomer Benefit Planning. Ryan specializes in advising individuals and couples on Social Security and Medicare planning and will be presenting two live webinars on June 7.
Ryan has extensive experience and understanding about each program and how taking a few minutes to evaluate your personal situation now could lead to better choices and better coverage for you or someone you care about.
Some of the topics he will cover:
- Overview of income and healthcare benefits
- Impact of recent legislative changes
- Considerations for proper enrollment
- Strategies for maximizing benefits
- Illustrative case studies
- Resources for making the right decisions
We will be hosting two live webinars on June 7 at 8:00 am and 1:30 pm. You can participate using your computer or your phone.
Please RSVP to Marisa Pickar at mpickar@triadim.com or (949) 381-7618 and register by clicking on one of these links:
We encourage you to take a few minutes to join us and learn more about these important topics.
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