Join us for an informative seminar discussing two essential programs, often considered the foundation of an American’s retirement, Social Security and Medicare.
Sensible Social
Security: Social Security provides a substantial income stream during retirement and learning techniques to maximize your own benefits can help to optimize one’s retirement. The session will enable you to explore the following areas:
*The purpose of Social Security, Status of the Funding * Taxation of Social
Security * Income Earning Limitations *Delayed Income Credits* Introduction to
Divorce, Survivor and Married Claiming strategies to enhance benefits.
Medicare 101 presented
by an Account Executive, from the Medicare Broker Channel: Careful
planning will help you avoid gaps in coverage AND late enrollment
penalties. Learn how Medicare works, the
types of plans available and when you need to enroll.
A light dinner will be provided. Seating is Limited, please register today to
secure your spot by calling 203.283.9204 OR emailing info@valeriofinancialgroup.com.
Securities and Investment Services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products and services referenced here are independent of RAA. The Medicare Broker Channel is not affiliated with Royal Alliance Associates, Inc
