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Medicare, Social Security, and Retirement Planning (In Person Workshop), 11 June | Event in Warwick | AllEvents

Medicare, Social Security, and Retirement Planning (In Person Workshop)

Legacy Benefit Advisors

Highlights

Wed, 11 Jun, 2025 at 06:00 pm
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2 hours

Legacy Benefit Advisors

Free Tickets Available

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Date & Location

Wed, 11 Jun, 2025 at 06:00 pm to 08:00 pm (GMT-04:00)

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Legacy Benefit Advisors

275 West Natick Road, Warwick, United States

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About the event

Medicare, Social Security, and Retirement Planning (In Person Workshop)
Public workshop on Medicare, Social Security, and Retirement Planning

About this Event


Join us for a special in-person workshop on Medicare, Social Security & Retirement Planning!



Whether you're just thinking about retirement, are actually taking steps towards retirement, or are already retired, we can help at each stage. Join us to learn what you should know and let us help you have peace of mind!



The workshop will be held at our office in Warwick, RI.



Pizza will be served!



Space is limited, so please register now! Family and guests are welcome.



Give us a call with any questions or concerns:
Legacy Benefit Advisors - 401-868-1400



Agenda:
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

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Ticket Info

Tickets for Medicare, Social Security, and Retirement Planning (In Person Workshop) can be booked here.

Ticket type Ticket price
General Admission Free
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Nearby Hotels

Legacy Benefit Advisors, 275 West Natick Road, Warwick, United States

Just a heads up!

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Host Details

Legacy Benefit Advisors

Legacy Benefit Advisors

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Medicare, Social Security, and Retirement Planning (In Person Workshop), 11 June | Event in Warwick | AllEvents
Medicare, Social Security, and Retirement Planning (In Person Workshop)
Wed, 11 Jun, 2025 at 06:00 pm
Free