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
