Social Security & Medicare Workshop

About This Workshop

Upcoming changes or lack of changes to Social Security laws in 2025 could significantly impact your benefits. Staying informed is they key to making the best decisions for your financial future.

To help you take control of your retirement, local retirement specialists, David Wright and Nick Norvell, and local health insurance specialist, Dave Spiess, are teaming up to host a complimentary educational event. This session will break down essentials of Social Security and reveal proven strategies to help you maximize your benefits.

During This Educational Class, You Will Learn:

  • How the current admin’s policies may affect your retirement income
  • Effective strategies to minimize taxes on your Social Security benefits
  • How to take full advantage of often overlooked benefits for married couples
  • Two powerful claiming strategies that could boost your total benefits
  • Tips for coordinating Social Security with other retirement income sources
  • The right time to delay your benefits and when it’s not the best choice
  • In-depth analysis of Medicare enrollment periods, supplemental insurance options, and how healthcare costs factor into your Social Security claiming strategy

Interested in attending? Register here: https://www.yoursvp.com/942ea1b5-c35d-4b37-8552-11a8d6124efc

 

Date
Jul 15 2025
Expired!
Time
6:00 pm - 7:00 pm
More Info
Register Here
Location
BGSU at Levis Commons
1655 N Wilkinson Way, Perrysburg, OH 43551
Organizer
Wright Financial Group
Phone (419) 885-0957
Email info@wrightfinancialgroup.com