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Belfint Briefing: Medicare and Social Security: A Choice of a Lifetime
January 24, 2019 @ 8:00 am - 10:30 am
Free
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:
January 24, 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.