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Social Security and Medicare Educational Workshop


Wednesday, January 23, 2019
6:00pm to 7:30pm
111 Founders Plaza | East Hartford, CT 06108


Social Security Topics Covered

  • How to maximize your benefit
  • Claiming strategies for married couples, widows and divorcees
  • How continuing to work effects your benefit
  • Survivorship benefits
  • Taxation of your benefits
  • Windfall Elimination Provisions and Government Pension Offset

Medicare Topics Covered

  • Understanding post-retirement health insurance
  • Medicare eligibility
  • Application process and deadlines
  • Understanding the difference between Medicare Advantage and Medicare Supplement plans
  • Understand and plan for the costs of Medicare

Coffee and Dessert will be served!



Attention Teachers:
We will discuss the teacher-specific details of the social security offsets and the teacher’s retiree health insurance options during this presentation.

Speakers:

Scott Reed, AIF, CEP, RICP
Financial Advisor & President
Reed Financial Planning Services, LLC

Jonathan Lana
Medicare Specialist Agent
Lana Agency, Nationwide Insurance