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Governmental Benefits: Social Security and Medicare Planning

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Thursday, March 12, 2020
8:15 AM - 11:30 AM


300 Day Hill Rd
Windsor   CT   06095
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Mark E. Lee
Mark Lee & Associates

Stephen Richardson
Social Security Administration

Mar 12 2020 8:30AM

Social Security and Medicare Planning

Baby boomers are reaching the age of Social Security and Medicare at unprecedented rates. The rules and the nuances of both areas can appear overwhelming.

Important issues that will be covered will include:
• when to begin benefits,
• how benefits are taxed,
• how to sign up,
• the impact of continuing to work and
• the future of both Social Security and Medicare benefits
• why eligible individuals should consider funding a Health Savings Account (HSA)


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®CT INs
Mar 12, 2020 Social Security and Medicare Planning Mark E. Lee Stephen Richardson 8:30 A 3.00 3.00

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