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Belfint Briefing: Medicare and Social Security: A Choice of a Lifetime

May 7, 2019 @ 8:00 am - 10:30 am

Free
Large 401k Plan Auditor

BY REQUEST, WE ARE PRESENTING THE MEDICARE AND SOCIAL SECURITY SEMINAR ON MAY 7, 2019 FOR THOSE THAT WANTED TO ATTEND THE JANUARY SESSION BUT WERE NOT ABLE TO MAKE THAT DATE!

Please join Belfint, Lyons & Shuman, CPAs and Covenant Wealth Strategies, LLC for our presentation where we will cover important considerations when it comes to Medicare and Social Security.  

 

 

SEMINAR DETAILS

TOPIC:
Medicare and Social Security: A Choice of a Lifetime

WE WILL LOOK AT:

Medicare

  • Paying for Healthcare in Retirement
  • What’s Covered, What’s Not
  • Filling the Gaps…Managing Risks

Social Security

  • Understanding the Basics
  • Advanced Planning Strategies
  • Role in Retirement

Q&A Panel

WHEN:
May 7, 2019

8:00-8:30am – Registration & Continental Breakfast
8:30-10:30am – Presentation

WHERE:
Belfint, Lyons & Shuman, CPAs
Delle Donne Corporate Center
1011 Centre Road, Suite 310
Wilmington, DE  19805

PRESENTERS:
Jordon N. Rosen, CPA, MST, AEP
® – Belfint, Lyons & Shuman CPAs

Carl FinkSenior Benefits Consulting

Randy Eveland, RICP, CFPCovenant Wealth Strategies

 

 

This seminar is eligible for 2 Hours of CPE!

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com or 302.573.3901.

 

Details

Date:
May 7, 2019
Time:
8:00 am - 10:30 am
Cost:
Free
Event Categories:
,
https://belfintlyonsshuman.wufoo.com/forms/medicare-and-social-security-registration/

Organizer

Belfint Lyons & Shuman
Phone:
302.225.0600
Email:
jjones@belfint.com
View Organizer Website

Venue

Belfint, Lyons & Shuman, CPAs
1011 Centre Road, Suite 310
Wilmington, DE 19805 United States
+ Google Map
Phone:
302.225.0600

Need Additional Information?

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