UFCW Local 328 News

Register to Attend! Medicare, Social Security & Retirement Planning Webinar – Presented by LBA

You’re invited to attend! 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: Meeting Registration – Zoom

Date: Wednesday, October 5th

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.

Contact Info:

Legacy Benefit Advisors