Important Webinar for SC Baby Boomers
Maximizing Your Social Security Benefits & Navigating Your Medicare Options
Strategies To Maximize Your Retirement Income
This virtual presentation will cover two important topics when it comes to retirement income planning: Social Security and Medicare.
PART 1: Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
PART 2: Medicare, and trying to understand how it works, can be intimidating and confusing, which is why we want to help ensure you are prepared.
Do you have a plan to help maximize your Social Security benefits? Do you understand your Medicare options? Join us for a special, live webinar where we will discuss the following important Social Security and Medicare topics you need to know.
Social Security:
- What’s new for Social Security in 2024.¹
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- Taxation of Benefits: How to help avoid paying too much in tax.
- Filing options based on marital status.
- How to take advantage of spousal benefits.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
Medicare:
We’ll cover any questions you may have, including:
How does Medicare work?
How do I figure out which plans my doctor accepts?
How much will my prescriptions cost for the year?
We also cover which plan options are available in your area and what each plan entails, such as:
- Medicare Part A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplement Plans (Medigap)
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone number to ensure delivery of webinar links.
WEBINAR DATES & TIMES
– Tuesday, February 6 at 7:00 p.m. EST – Thursday, February 8 at 7:00 p.m. EST – Saturday, February 10 at 10:00 a.m. EST
REGISTRATION CLOSES IN:
Why attend?
This webinar combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that can help you decide the best time to take Social Security benefits.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By Up To 57%²
FEATURED PRESENTERS:
Steve Lewis, LUTCF, CPIA, CLCS
Financial Education Partnership, Representative
Throughout his entire career, Steve Lewis has been on a mission to help retirees and business owners protect their assets, families and businesses. Steve Lewis has been serving clients in the insurance industry for more 30 years.
Steve is also an Amazon best-selling author. He has published three books covering the topics of personal tragedy and property/casualty insurance-related issues. For the last seven years, he has co-hosted a local radio show on WGTK 94.5 FM. He has also been featured regularly on WORD 106.3 FM and 930 AM in Sarasota, Florida, as well as Talk 102.3 FM in Chattanooga, Tennessee.
He is a board member of the Union County Chamber of Commerce, the Chairman of Deacons at Christian Fellowship Baptist Church, and is heavily involved in many community activities. He is a graduate of the Financial Planning School at the University of Central Florida and has a bachelor’s degree in business management.
Steve loves photography and videography. He enjoys flying drones to capture unique photos and videos. He is also an avid fan of college football and motorsports. Steve and his wife Becky have been married for 33 years. They have two sons, Matthew and Brandon. They also have a two-year-old granddaughter named Ellie.
Jonathan Lee
Financial Education Partnership, National Tax & Estate Planning Director
Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker on financial management, training, and wealth management strategies. His seminars are in constant demand because of his expertise in finance, trusts, insurance, tax and estate issues.
Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.ssa.gov/oact/quickcalc/early_late.html
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. We are not affiliated with any government agency. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.