FINANCIAL PLANNING CLASSES WITH DANIEL R. WILLIAMS, CLU, ChFC, CFP – Dan Williams is a Certified Financial Planner and co-founder of the Dover Group. He is a frequent speaker on retirement, estate planning and asset protection strategies and has been named one of Boston’s top planners in Boston Magazine.
UNDERSTANDING MEDICARE: If you are close to age 65 or already on Medicare, this class is for you! The class is designed to fully enlighten you on how Medicare works and the different health care choices available to those age 65+. How are parts A, B, C and D integrated? What is Medicare Advantage? What are the pros and cons of HMO’s, PPO’s and Medigap plans? Should I take Medicare if I am still employed? How do I avoid late sign up penalties? Does any part of Medicare cover long-term care expenses? These questions and many more will be answered in this very important class. MONDAY, APRIL 24 7:00-9:00PM ROOM B330 $26/per family (No Senior Discount)
SOCIAL SECURITY BENEFITS: Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. In this class, you will learn when you should file for Social Security benefits, what to consider when planning for spousal, survivor and divorced benefits, the financial impact of filing early or full retirement age. We will also discuss buy-back strategies, tax-reduction strategies and coordination with other retirements plans. MONDAY, May 8 7:00-9:00PM ROOM B330 $26/per family (No Senior Discount)