801-523-6081

  MEDICARE & SOCIAL SECURITY

101
Presentations

These workshops are free and can be held in-person or online. We only offer educational presentations. 

We do not offer sales presentations.
This means your employees can feel comfortable knowing they will learn the basics of Medicare and/or Social Security without any pressure.

What’s Covered?

Medicare 101

We take the dreaded “M-word,” with its complexity and alphabet soup of Parts and Plans, and turn it into something simple for your employees.

Here are a few topics we cover:

How much does Medicare cost?
Who is eligible and when should I apply?
How can gaps in benefits be filled?
What are the differences in Medicare Parts A, B, C, and D?

SCHEDULE A PRESENTATION

Social Security 101

Social Security benefits and the decisions that go with them have lifelong ramifications. It’s hard to know if you’re making the right choice. We can help.

Here are a few topics we cover:

What are strategies around when to take benefits?
How do my spouse and I plan together?
Should I pull from a 401(k)?
What tax implications come with Social Security?

SCHEDULE A PRESENTATION

Medicare 101

We take the dreaded “M-word,” with its complexity and alphabet soup of Parts and Plans, and turn it into something simple for your employees.

Here are a few topics we cover:

How much does Medicare cost?
Who is eligible and when should I apply?
How can gaps in benefits be filled?
What are the differences in Medicare Parts A, B, C, and D?

SCHEDULE A PRESENTATION

Social Security 101

Social Security benefit decisions have lifelong ramifications. It’s hard to know if you’re making the right choice.
We can help.

Here are a few topics we cover:

What are strategies around when to take benefits?
How do my spouse and I plan together?
Should I pull from a 401(k)?
What tax implications come with Social Security?

SCHEDULE A PRESENTATION