A Closer Look at Your Social Security Benefits & Managing Healthcare Costs in Retirement

A Closer Look at Your Social Security Benefits & Managing Healthcare Costs in Retirement

A Closer Look at Your Social Security Benefits & Managing Healthcare Costs in Retirement

Presenter(s)

Nathan Verbeten, Financial Advisor, The Prudential Insurance Company of America
Anthony Palma, Regional Vice President, The Prudential Insurance Company of America

Overview

The first part of this session provides an in-depth explanation on the retirement, disability and death benefits of Social Security. Learn about individual benefits, spousal benefits, and Social Security maximization strategies.

Health care is a critical aspect of retirement planning. In the second half, you will learn how to estimate health care costs in retirement, what Medicare covers, and costs and strategies to manage and help cover health care costs in retirement.

3.0 CPD Credits

Registration

Registration is open through 04/26.

Member Price

$75

Nonmember Price

$85

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $5

Friday, April 26

8:00am to 11:00am (Check-In 7:30am)

Add to Calendar

Crowne Plaza Milwaukee West

10499 W Innovation Dr
Wauwatosa, WI 53226

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.