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September 2018

Getting to Know Medicare

September 25, 2018 @ 6:00 pm - 7:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
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Navigating your way through Medicare’s rules, options, and insurance market can seem impossible.  You can quickly get lost attempting to make sense of the A’s, B’s, C’s, and D’s of Medicare and the Open Enrollment Periods.  Even more convoluting is the sales pitch that generally comes with any type of Medicare education!  By attending this class you’ll learn: How the different parts of Medicare (A,B,C,D) work What insurance options you have Tips on budgeting for Healthcare in retirement How Open…

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October 2018

Awareness and Avoidance of Scams

October 15, 2018 @ 6:00 pm - 6:30 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
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The robust population of baby boomers transitioning into retirement on top of booming technological age has brought about new and effective scams that are targeting Seniors.  Learning how to be aware of, and how to report these scams can help save you from a very stressful event in retirement.   Senior Scams will help attendees be aware of: Types of scams that are aimed at or effect seniors What questions to ask when validating a questionable correspondence How to properly…

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March 2019
Free

Social Security and Taxes in Retirement

March 6 @ 6:00 pm
St. Francis Public Library, 4230 S Nicholson Ave
St Francis, WI 53235 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

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Free

Getting to Know Medicare

March 11 @ 6:00 pm
St. Francis Public Library, 4230 S Nicholson Ave
St Francis, WI 53235 United States
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Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…

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Free

Getting to Know Medicare

March 12 @ 6:00 pm
Frank L Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
+ Google Map

Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…

Find out more »
Free

Social Security and Taxes in Retirement

March 20 @ 6:00 pm
Frank L. Weyenberg Library, 11345 N Cedarburg Rd
Mequon, WI 53092 United States
+ Google Map

The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »
April 2019
Free

Social Security and Taxes in Retirement

April 1 @ 6:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »
Free

Getting to Know Medicare

April 10 @ 6:00 pm
Muskego Public Library, S73W16663 W Janesville Rd
Muskego, WI 53150 United States
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Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…

Find out more »
Free

Social Security and Taxes in Retirement

April 11 @ 6:30 pm
Waunakee Public Library, 710 South St.
Waunakee, WI 53597 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »
Free

Social Security and Taxes in Retirement

April 22 @ 6:00 pm
Brookfield Public Library, 1900 N Calhoun Rd
Brookfield, WI 53005 United States
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The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…

Find out more »
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