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

January 24 @ 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 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:
January 24
Time:
8:00 am - 10:30 am
Cost:
Free
Event Categories:
,
Website:
https://belfintlyonsshuman.wufoo.com/forms/medicare-and-social-security-registration/

Organizer

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

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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