You’re Invited to Attend! Medicare, Social Security & Retirement Planning Webinar

You’re invited to attend! Legacy Benefit Advisors, in partnership with UFCW Local 328, has scheduled a virtual workshop to help provide information for UFCW Local 328 members planning for retirement. If you’re interested in learning more about Medicare, Social Security and Retirement Planning, you can register to attend this free webinar by visiting: Meeting Registration – Zoom

Date: Wednesday, October 4th

Time: 6:00pm

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

LBA works directly with the Labor Community, coaching members who are thinking about retirement and wondering where to start, as well as those who may be semi- or fully-retired and need help with the retirement process and are looking for peace of mind. LBA is proud to be aligned with the Rhode Island Labor community. All LBA consultants are members of OPEIU Local 25.

Contact Info:

Legacy Benefit Advisors

401-868-1400

RDumais@lbari.com