How to Maximize Social Security and Medicare

Primary tabs

Age Group:

Adults
Please note you are looking at an event that has already happened.
  • Registration is required for this event.
  • Registration is no longer available for this event.

Program Description

Event Details

Are you nearing retirement? If so, you may be wondering how to maximize your Social Security and Medicare benefits in the most tax efficient manner. Inefficient  use of both social security and medicare for retirees can impact your retirement goals. This workshop may help you make better informed decisions in your retirement years. 

Presented by David Baker, CFP®, ChFC®, RICP®, AIF®, of Phoenix Private Wealth. This is an educational and informational workshop only.