Free

Bridge to Retirement _ Medicare and Social Security Seminar

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Location

Silver Creek Sportsplex

Room 1

800 Embedded Way

San Jose, CA 95138

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Event description

Description

Join Marilyn Leonard, Health Benefits Broker with 36 years of experience, and Gus Liu, CFP®, Social Security Specialist, as they answer frequently asked questions about Medicare and Social Security Planning.

Note: This is not a sales event. Rather, it is an educational seminar intended to provide invaluable information and to answer questions.


Some of the topics that will be covered:

MEDICARE PLANNING:

- What is Medicare (Part A, B, C, D)

- Medigap vs Medicare Advantage Plans

- What role does Medicare have with Long Term Care


SOCIAL SECURITY PLANNING:

- When to claim SS benefits

- How to give your SS check a boost

- Why longevity is a key factor

- How being Married, Divorced, or Widowed impacts SS benefits


Attendees will receive a 62 page Retirement Planning workbook by the U.S. Department of Labor, “Taking the Mystery out of Retirement Planning”.


Directions to venue, Silver Creek Sportsplex Room 179, 800 Embedded Way, San Jose, CA 95138: When facing the building from the parking lot, the Silver Creek Sportsplex will be to your right (DO NOT go to ClubSport on your left); after entering the Sportsplex, proceed through the hall way; turn left at the T and walk towards the indoor soccer field; room 1 will be to its right)

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Date and Time

Location

Silver Creek Sportsplex

Room 1

800 Embedded Way

San Jose, CA 95138

View Map

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