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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
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 Fink – Senior Benefits Consulting
Randy Eveland, RICP, CFP – Covenant 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.