Social Security & Medicare Educational Workshop in Northbrook, IL

Social Security & Medicare Educational Workshop in Northbrook, IL

This educational Workshop will provide you with much needed information to help you understand how Social Security & Medicare work.

By Coyle & Associates Financial Services

Date and time

Saturday, June 15 · 9:30am - 12pm CDT

Location

Northbrook Public Library - Polak Room

1201 Cedar Lane Northbrook, IL 60062

About this event

  • 2 hours 30 minutes

This educational Workshop will provide you with much needed information to help you understand how Social Security & Medicare work. Please arrive at 9:15 AM to register and secure a seat.

Millions of seniors rely on Medicare for health coverage in retirement, but new data tells us that a frightening number of older Americans are confused about the program's most basic rules. In a recent quiz distributed among adults aged 60 to 64, 65% failed to answer most questions correctly. Specifically, 42% of older workers thought that both Medicare Parts A and B are free. Additionally, 37% thought that filing for Medicare and Social Security together was a requirement. Another 34% didn't know that Medicare won't pay for health coverage outside of the U.S. After this class, you will be able to make informed decisions about Social Security & Medicare and understand how the elections you make will affect your monthly benefits.

TOPICS WE WILL DISCUSS

Social Security

    • How did new Social Security laws affect your retirement strategy?
    • Why waiting to take Social Security may or may not be your best move.
    • What happens if your spouse is still working?
    • What if you still are or want to work part-time?
    • What if you are divorced or widowed?
    • How to maximize your Social Security benefits.
    • How you can reduce taxes on Social Security.
    • Is "File and Suspend" really gone?

Medicare

    • How and when should I sign up for Medicare?
    • What do I need to know before enrolling in a Medicare plan?
    • What are Medicare parts A, B, C, and D?
    • Medicare coverage, cost and the need for supplemental insurance.
    • What you need to know during open enrollment.
    • Will you have an Income Related Monthly Adjustment?
    • How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
    • 2019 RX Gap
    • How to get extra assistance paying for prescription drugs in retirement
    • Which plan is right for you

BONUS TOPICS:

  • How to potentially reduce taxation on your Social Security after you start receiving your benefits.
  • How you can potentially fill the gap between Social Security and your desired Retirement Income.
  • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
  • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
  • Learn strategies that teach you how to structure RMD’s Tax Efficiently.


FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.


Do I need to bring anything?

No, you will be provided with pen and paper to take notes.


Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.


Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.


Is this sponsored by the Social Security administration?

Barry Block is not affiliated with the Social Security administration or any other government agency.

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Organized by

Coyle & Associates Financial Services

Eugene Coyle is the president of Coyle & Associates Financial Services, LLC. As a Certified Financial Planner™ practitioner and a Chartered Financial Consultant®, his practice specializes in working with baby boomers and retirees. Eugene graduated from DePaul University in Chicago in 1988, with a double major in business at the DePaul College of Commerce.

As a financial professional, Eugene has conducted hundreds of Retirement Planning Workshops over the past 20 years throughout the Midwest. The focus of his firms practice, working with people retired or nearing retirement is income planning, wealth accumulation, less taxation, and legacy planning.

Eugene often travels throughout the country to speak at financial industry events. Eugene is also the co-founder of Advisors Circle Financial & Insurance Group; a company designed to teach and train other financial advisors.

Coyle & Associates Financial Services takes a personal approach to financial planning offering a high level of service paired with years of experience, comprehensive resources and in-depth knowledge.

Eugene recently authored the book titled, “Remarkable Retirement,” which can be purchased on Amazon.

Barry Block has many years of experience in the financial planning industry and has taken the approach of always putting the needs of clients above everything else. Block and Associates is a boutique financial planning firm which has served the marketplace for over 40 years with uncommon solutions to address the economic aspects of wealth transfer planning. At Block and Associates, we have a team of experts who can provide a financial plan that meets the requirements of each situation.