Free local educational workshop
Maximize Your Social Security & Medicare Benefits
The rules around retirement benefits can be complicated. Learn how timing, work, taxes, spousal benefits, and Medicare choices may affect you before you make a decision that is difficult to undo.
Free admissionIn personSeating is limited
Approaching retirement?What you don’t know could potentially cost you.
What you will learn
Understand your choices before you apply for benefits.
- How to maximize your Social Security benefits
- How spousal, divorced, and survivor benefits coordinate
- The impact of filing early versus delaying benefits
- How working after filing can affect benefits and taxes
- Whether to enroll in Medicare at 65 while still working
- How Medicare compares with employer coverage
- What Medicare does and does not cover
- Medicare Advantage versus Medicare Supplement plans
Workshop schedule
Find a workshop near you.
You can reserve seats online when a date is listed. If a location does not have a date yet, text us and we will let you know when the next workshop is scheduled.
Free educational workshops
Bring your Medicare and Social Security questions.
These workshops are designed for people at or near retirement who want to understand their choices before enrolling. You are welcome to bring a spouse, family member, notebook, and any questions you have.