Medicare, Social Security, and Retirement Planning Workshop

Legacy Benefit Advisors

Public workshop on Medicare, Social Security, and Retirement Planning

LBA Workshops 2025

At LBA we offer workshops to help folks at all stages of retirement. Check out our upcoming events!

This event is closed for admission at this time, but look out for future sessions to be announced!

<h3>Join us for a special in-person workshop on Medicare, Social Security &amp; Retirement Planning!</h3><p><br></p><h3>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!</h3><p><br></p><h3>The workshop will be held at our office in Warwick, RI.</h3><p><br></p><h3>Pizza will be served!</h3><p><br></p><h3>Space is limited, so please register now! Family and guests are welcome.</h3><p><br></p><h3><strong><strong>Give us a call with any questions or concerns:</strong></strong></h3><h3>Legacy Benefit Advisors - 401-868-1400</h3><p><br></p><h3><strong><strong>Agenda:</strong></strong></h3><h3>Understanding Medicare</h3><ul><li>Traditional Medicare, Medicare Supplements and Medicare Advantage Plans</li><li>Open Enrollment &amp; “Underwriting” restrictions</li><li>Prescription drug “Donut Hole”</li><li>Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, N</li><li>Why your health, lifestyle, and budget matter</li><li>Why your resident state matters</li></ul><h3>Social Security Options</h3><ul><li>Eligibility requirements &amp; how your benefits are calculated</li><li>Benefit differences at age 62, “Full Retirement Age”, and age 70</li><li>Collecting Spouse’s or Ex-Spouses Benefits</li><li>Collecting while still working</li></ul><h3>Retirement Planning</h3><ul><li>Maximize your pension options</li><li>Ensure lifetime income</li><li>Grow savings without market risk</li><li>Protecting savings and assets from long-term care needs</li><li>Ensuring benefits and protecting assets for surviving spouse and children</li></ul>

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Registrations are closed

Medicare, Social Security, and Retirement Planning Workshop

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Registrations are closed

Medicare, Social Security, and Retirement Planning Workshop

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