$25

Navigating the Medicare Maze & Social Security

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University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

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Refunds up to 1 day before event

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Description

n this class, we will take a close look at important topics that affect your retirement; such as, how to maximize Social Security, when to file for benefits, what are the benefits for couples, widows, and ex-spouses. We will also review how federal or state pension plans affect your Social Security benefits. Lastly, you will learn a strategy to avoid Medicare penalties.

About Your Instructor

Doug Wondrely, Vice-President of Horter Investment Management, LLC, is a financial advisor with more than 20 years of experience in the financial services industry. Working with clients using a system designed to protect assets from downside risks, and helping prepare them for retirement. Doug focuses on a planning based approach to develop lasting relationships with his clients. Doug has a passion for service and educating his clients on the various tools while striving to lead them to a successful financial future. Helping them to achieve their financial goals by putting their interests first is at the forefront of what Doug does every day. Doug’s approach ensures a client’s plan is tailored to their individual needs and goals.

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Date and Time

Location

University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

View Map

Refund Policy

Refunds up to 1 day before event

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