EVENTS
Learn with the AFS Team
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Medicare Know Your Options: In-Person Workshop (11/12)
The initial transition to Medicare can be a confusing and frustrating task. With so many different plans to choose from, it’s hard to determine the best option for you and your situation. This workshop is designed to help you better understand Medicare and eliminate the confusion about the options available. We will cover the basics of Medicare, the various parts (A, B, C and D), and changes that could affect you and your retirement planning. Whether you plan to enroll in Medicare soon, or are already enrolled, you will learn valuable information that will help you make your Medicare decisions with confidence. -
Maximize Your Social Security & Minimize Your Taxes: In-Person Workshop (11/14)
As you approach retirement, deciding when to claim your Social Security benefits can be a confusing and overwhelming decision. This workshop is designed to help you gain a clearer understanding of the different options available as well as the strategies you should consider BEFORE filing for your benefits. We will take aerial view of the retirement planning process, by exploring how Social Security works in coordination with your other retirement assets. We will also look at the impact of taxes and strategies to reduce your tax liability in retirement.
Past Events
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Medicare Know Your Options: In-Person Workshop (11/19)
The initial transition to Medicare can be a confusing and frustrating task. With so many different plans to choose from, it’s hard to determine the best option for you and your situation. This workshop is designed to help you better understand Medicare and eliminate the confusion about the options available. We will cover the basics of Medicare, the various parts (A, B, C and D), and changes that could affect you and your retirement planning. Whether you plan to enroll in Medicare soon, or are already enrolled, you will learn valuable information that will help you make your Medicare decisions with confidence.
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Medicare Know Your Options: In-Person Workshop (11/07)
The initial transition to Medicare can be a confusing and frustrating task. With so many different plans to choose from, it’s hard to determine the best option for you and your situation. This workshop is designed to help you better understand Medicare and eliminate the confusion about the options available. We will cover the basics of Medicare, the various parts (A, B, C and D), and changes that could affect you and your retirement planning. Whether you plan to enroll in Medicare soon, or are already enrolled, you will learn valuable information that will help you make your Medicare decisions with confidence.
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Maximize Your Social Security & Minimize Your Taxes: In-Person Workshop (10/24)
As you approach retirement, deciding when to claim your Social Security benefits can be a confusing and overwhelming decision. This workshop is designed to help you gain a clearer understanding of the different options available as well as the strategies you should consider BEFORE filing for your benefits. We will take aerial view of the retirement planning process, by exploring how Social Security works in coordination with your other retirement assets. We will also look at the impact of taxes and strategies to reduce your tax liability in retirement.
