Social Security and Medicare Basics

Program Type:

Guest Speaker

Age Group:

Adults
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Event Details

In partnership with the Society for Financial Awareness (SOFA), this presentation will cover the basics of Social Security and Medicare, including:

  • Filing Strategies
  • Factors to consider when producing income
  • Determining how to create the proper income plan with social security and retirement assets
  • Understanding the different parts and costs of Medicare
  • Discovering how Medicare works and how it'll be affected during retirement. 
  • Learning how taxes affect current investments, income, and other areas of retirement