Your trusted guide to a strong and secure retirement.

Robert Dumais

Principal, LBA

Medicare, Social Securty, & Retirement Planning Workshops

Dear Friends,

We are offering three Retirement Planning workshops this March. We will cover Medicare, Social Security, retirement income planning, and more.

Retirement decisions can be life altering and some mistakes may not be reversible. Get it right the first time and things will be much easier!

PS Not happy with your Medicare Advantage Plan and need to make a change? We'll cover that too. This is your final opportunity ⏰. After March 31st, open enrollment closes and the Medicare Advantage plan you’re on is locked in for the rest of the year.

PUBLIC WORKSHOP DATES:

MONDAY, MARCH 9TH at 4:30 PM

IBEW LOCAL 99

22 AMFLEX DR, CRANSTON, RI

TUESDAY, MARCH 10TH at 6:00 PM

TEAMSTERS LOCAL 251

121 BRIGHTRIDGE AVE, EAST PROVIDENCE, RI

THURSDAY, MARCH 12TH at 6:00 PM

NEARI

99 BALD HILL RD, CRANSTON, RI

See you soon,

Bob Dumais

Principal, Legacy Benefit Advisors

Workshop Agenda:

UNDERSTANDING MEDICARE

• Traditional Medicare, Medicare Supplements and Medicare Advantage Plans
• Open Enrollment & “Underwriting” restrictions
• Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, N
• Why your health, lifestyle, and budget matter
• Why your state matters
• Changes coming in 2026

SOCIAL SECURITY OPTIONS

• Eligibility requirements & how your benefits are calculated
• Benefit differences at age 62, “Full Retirement Age”, and age 70
• Collecting Spouse’s or Ex-Spouses Benefits
• Collecting while still working

RETIREMENT PLANNING

• Maximize your pension options
• Ensure lifetime income
• Grow savings without market risk
• Protecting savings and assets from long-term care needs
• Ensuring benefits and protecting assets for surviving spouse and children

Got Questions? Get in touch with us anytime!

Whether you have questions about Social Security, Medicare, long-term care, stable retirement income, or just want to make sure all your bases are covered, Bob Dumais and the Legacy Benefit Advisors team are just a call or email away. We’re ready to help you make informed decisions and build the retirement you’ve been dreaming of.

Here’s to your retirement with less worry and more comfort. Thank you for letting LBA be part of your journey.

We have covered so many critical topics in our many quarterly newsletters over the past few years. We've created a simple roadmap to all of these great articles for your benefit.