Broker Check
20 Dec
Social Security Planning and Medicare Basics for Couples


Now is the time to start planning for Income in Retirement. 
You will learn:
Social Security

  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits and when it does not
  • How to estimate your benefits
  • Innovative strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security Benefits
  • How to coordinate Social Security with your other forms of retirement benefits
  • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care costs after going on Medicate
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why do most people pay too much for private insurance and how you can avoid excess costs
  • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

Date and Time

Tue, Dec 20, 2022

6:30p - 8:30p CST


Wayzata Community Education


Event Registration