October includes two informative financial programs geared for those close to or already in retirement.
On Monday, October 23, 2023, James Farnham offers a free online class at 6pm entitled Medicare 101 (12108). Learn how and when to enroll in Medicare, when you are allowed to make changes, and what insurance options are available to you. Review and compare Medicare Parts A, B, C, and D. Explore and evaluate Original Medicare, Medicare Supplement Insurance, Medicare Prescription Drug Plans and Medicare Advantage Plans. Understand the choices, become more well-informed, and find out what Medicare means for you.
The following day, on Tuesday, October 24, 2023, Paul Tramontozzi will lead How Tax Planning Changes Through Four Stages of Retirement (12255) in person at 7pm. Learn the critical tax questions to answer before retirement, surprises that often make retirement more expensive, four stages of retirement and important tax actions in each stage, and mistakes to avoid when it comes to investments, health care, and estate planning.
Register now to stay informed about the latest health insurance and tax code changes applicable to seniors.