Medicare and Social Security Seminar

Are you nearing 65 or a business owner with employees nearing 65?  Looking to enroll in Medicare or Social Security? Help employees understand the transition from company benefits to Medicare at retirement? This event is for you! This is an educational event on the critical components of retirement income planning.

MEDICARE
Gain a better understanding of:
• Coverage options, including Medicare
• Healthcare costs in retirement
• Steps you can take to develop a plan with your advisor

SOCIAL SECURITY
Gain a better understanding of:
• Eligibility & options for you, spouses & other beneficiaries
• Factors to consider when deciding to take your benefits
• How your decisions can impact your spouse & other beneficiaries
• Opportunities to help fill your retirement income gap

Discussion Lead by:
Ryan Callahan, CIMA®
Financial Planner, Northeast Planning Associates, Inc.
WWW.CALLAHANPLANS. COM