Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benefits, and Medicare Basics
Recording of a 110-minute CPE webinar with Q&A
This course will delve into effective approaches for maximizing Social Security benefits and comprehending the fundamental aspects of Medicare. This comprehensive session will feature two distinguished experts who will unravel the intricacies of Social Security and Medicare, offering invaluable advice on identifying opportunities, addressing potential shortfalls, and recognizing the need for additional support.
Outline
- Navigating the Social Security landscape
- The impact of timing
- Tailoring answers to individual situations
- Social Security in the family context
- Medicare overview
Benefits
The panel will cover these and other critical issues:
- Strategies to maximize Social Security retirement income
- The nexus between elected retirement age and overall contributions
- An overview of Medicare and the important changes taking place to Part D as a result of the Inflation Reduction Act
- Vital insights for grandparents undertaking full-time care of their grandchildren
Faculty
Margaret O'Brien, CEBS, HIC
Health Insurance Consultant
Zentripy Global Insurance
Ms. O'Brien is a Certified Employee Benefits Specialist with over 25 years' experience in the health insurance... | Read More
Ms. O'Brien is a Certified Employee Benefits Specialist with over 25 years' experience in the health insurance market, including 7 years focused on Medicare. She works as a trusted advisor to her clients and their families, educating them on all the parts of Medicare, the key decisions that need to be made, and the deadlines and consequences of each of these decisions. Ms. O'Brien is an independent agent so she is able to objectively review all available plans and help her clients find the right plan based on their particular circumstances. She has received high-praise from her clients in simplifying the abundance of information about Medicare and making them feel comfortable that they made the right choices for their own Medicare needs. Ms. O'Brien has a BBA in Marketing from St. Mary's University and an MBA from Georgia Insititute of Technology.
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Faye Sykes
CEO, Independent Advisor
Social Security Benefit Planners
Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As... | Read More
Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As an IAR Investment Advisor Representative, she is a fiduciary for her clients and works on a fee-based or fee-only basis that keeps it transparent and simple for her clients. After Ms. Sykes' mother lost her battle with cancer in 2006, she found that retirement planning is a lot more than just investing and earned her Certified Long Term Care Designation and has tirelessly learned as much as she can about Social Security and ways to help her clients maximize their options.
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