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Monday, July 23, 2018

Retirement Readiness Seminar

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

When:
Monday, July 23, 2018 5:30 PM thru 08:00 PM
Where:
 Orange, CT 

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