Upcoming Events

2026 Seminar Schedule

Click Below On The Date You Prefer To Learn More

& To Register For That Evening’s Event.

April 2026

Rockford- Rockford Public Library - East Branch- April 7th, 2026

Rockford- Rockford Public Library - East Branch- April 9th, 2026


 

SMART MEDICARE AND SOCIAL SECURITY STRATEGIES FOR RETIREMENT

Filing for Social Security at the wrong age could permanently reduce your benefits by up to 57%. Once you file, many choices cannot be changed.

In 2026, Social Security and Medicare continue to face ongoing legislative attention, funding pressure, and regulatory changes. These developments may impact how benefits are calculated, taxed, and coordinated with your overall retirement income strategy. Unfortunately, the government does not provide individualized guidance, and many retirees unknowingly leave substantial benefits unclaimed.

This complimentary educational event is designed to help you understand your options before making decisions that could affect your income for the rest of your life.

During this informative presentation, you will learn:

  • How to reduce or potentially eliminate taxes on your Social Security benefits

  • What Medicare covers, what it does not, and how to avoid costly coverage gaps

  • Strategies married couples may use to help maximize lifetime benefits

  • How divorce, widowhood, or remarriage can affect your eligibility

  • Why there are hundreds of different ways to file for Social Security, and how to identify which strategies may apply to you

  • Key retirement law updates and what they may mean for your beneficiaries

  • How current policy decisions may influence your future retirement income

This event is designed for individuals and couples who are retired or approaching retirement and want greater clarity and confidence in their Social Security and Medicare decisions.