Retirement Planning & Medicare

Get the scoop on retirement planning and Medicare options in person—secure your future with ease!
About this Event

Retirement Planning & Medicare

Join us in person for a laid-back, educational session all about retirement planning and Medicare. Whether you're just starting to think about your retirement or already retired, this event is designed to help you understand your options and feel confident about what's ahead. Come with your questions and leave with a clearer plan for a stress-free retirement!

What You'll Learn
Retirement Planning, Taxes, and Investing

• RMDs
• Taxes
• Social Security
• IRMAA
• Investing in Retirement

Medicare 101

• Original Medicare
• Medicare Advantage
• Supplements
• Avoiding Retirement Mistakes

Agenda

🕑: 06:30 PM - 07:00 PM
Medicare 101
Host: Steve Potje, RN

Info: Steve will discuss all things Medicare. Original Medicare, Medicare Advantage, Supplements, & Avoiding Retirement Mistakes.

🕑: 07:00 PM - 07:30 PM
Retirement Planning, Taxes, and Investing
Host: Mason Brunsmann, CFP®, MBA

Info: Mason will address all things retirement planning. From RMDs, Taxes, Social Security, IRMAA, and investing in retirement.