Maximizing Social Security & Medicare Informational Workshop: In-Person

Social Security plays a critical role in retirement planning. For many Americans, it represents one of the largest sources of retirement income. However, the rules are complex, and the timing of your decision can permanently impact your lifetime benefits.

At the same time, understanding Medicare is just as important. Healthcare decisions in retirement can affect both your coverage and your overall financial plan.

Should you claim Social Security at 62, wait until full retirement age, or delay until 70?
How do spousal and survivor benefits work?
When should you enroll in Medicare, and what are your options?
How do these decisions work together within your overall retirement plan?

Advanced planning and informed decision-making can make a meaningful difference.

• How Social Security benefits are calculated
• How claiming age impacts monthly and lifetime income
• The role of spousal and survivor benefits
• How Social Security helps address longevity and inflation concerns
• How benefits coordinate with other retirement income sources
• Key claiming considerations before filing

• When and how to enroll in Medicare
• The different parts of Medicare (A, B, C, and D)
• Common coverage options and what they mean for you
• Key decisions to consider when selecting a plan
• How Medicare fits into your overall retirement strategy

Whether you are single, married, divorced, or widowed, this session is designed to provide clear, practical education so you can better understand your options and make informed decisions.

This is an educational presentation — NOT a sales event. There is no cost to attend, and the session is open to the public.

Attendees will have the opportunity to ask questions during and after the presentation.

Reserve your seat today.

Caidyn Taylor
Junior Advisor, CA LIC #4227953
On Behalf of Elisabeth Dawson
CA LIC #0C72164, #0G81294

P: (619) 640-2622 | F: (619) 640-2600
W: www.copiawm.com
E: [email protected]
A: 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108

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Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment advisor.

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Host or Publisher Caidyn Taylor