UFCW Local 328 News

Medicare, Social Security, and Retirement Planning – Presented by LBA

Spots are still available! Legacy Benefit Advisors has been a trusted union partner (OPEIU) in helping UFCW Local 328 members plan for retirement. If you’re interested in learning more about Medicare, Social Security and retirement planning, you can reserve a spot by visiting: https://www.eventbrite.com/e/medicare-social-security-and-retirement-planning-presented-by-lba-registration-333622091657

Date: Wed, June 29th at 6:00 PM!

Agenda for the meeting:

Understanding Medicare
  • Traditional Medicare, Medicare Supplements and Medicare Advantage Plans
  • Open Enrollment & “Underwriting” restrictions
  • Prescription drug “Donut Hole”
  • Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, N
  • Why your health, lifestyle, and budget matter
  • Why your resident state matters

Social Security Options

  • Eligibility requirements & how your benefits are calculated
  • Benefit differences at age 62, “Full Retirement Age”, and age 70
  • Collecting Spouse’s or Ex-Spouses Benefits
  • Collecting while still working

Retirement Planning

  • Maximize your pension options
  • Ensure lifetime income
  • Grow savings without market risk
  • Protecting savings and assets from long-term care needs
  • Ensuring benefits and protecting assets for surviving spouse and children