This informative seminar covers the basics of Social Security and Medicare and reveals strategies for maximizing your benefits. The seminar will educate attendees on strategies that they can use to maximize their Social Security benefits and will include information on the changes to the Social Security claiming regulations found in the Bipartisan Budget Act of 2015. It will also provide an overview of the Medicare program.
Workshop attendees will learn:
- How can I maximize my benefits?
- When it makes sense to delay benefits - and when it does not.
- The importance of coordinating benefits with your spouse.
- How to minimize taxes on Social Security benefits.
- How to coordinate Social Security with your other sources of retirement income.
- Medicare basics and which plan to choose.
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.
This event is being offered as a free education session.
300 TradeCenter, Suite 7600
Woburn, MA 01801
To register, click here.
About the Presenter
Lawrence M. Albert, CFP®, M.B.A., AIF.®
Capital Management Partners, LLC
Larry joined Capital Management Partners, LLC, in November 2011 after spending over 20 years as a human resources and employee benefits executive within both the private and non-profit sectors, with a focus on retirement plans and compensation.
Larry’s practice focuses on helping individuals, families and businesses develop practical strategies for accumulating, preserving and distributing their assets. He has extensive experience helping individuals plan for successful retirements. Larry’s practice also encompasses the installation and management of retirement plans for small to mid-size businesses and not-for-profit organizations.
Larry is a CERTIFIED FINANCIAL PLANNER™ professional and holds an M.B.A. degree in Finance from Boston University. Larry is a FINRA Series 6, 7, 63, and 65 registered representative and an investment adviser representative with Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser. He also holds Life, Accident, and Health Insurance licenses, and is an Accredited Investment Fiduciary®.
*Fixed Insurance products and services offered by Capital Management Partners, LLC. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.