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Kim Nugent, CFP®

Senior Vice President

Wealth Manager



Savvy Social Security Planning

When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan. These tips will help savvy individuals maximize their benefits in retirement.

Medicare: The A, B, C, & D's

Are you or a loved one faced with making Medicare  decisions? Do you know how much you can expect to pay in healthcare costs after going on Medicare? In this workshop we will discuss Medicare Parts A, B, C and D. Learn what they cover, how enrollment periods work, and what you need to do to avoid late enrollment penalties. Gain the knowledge you need in order to make Medicare choices with confidence.

**This class is only available online**