Social Security & Medicare Made Clear

Description

This workshop is to help you understand and implement collecting strategy on social security. Social Security is one of most important income sources among many Americans today. If you are thinking about taking your social security soon, this workshop will prepare you the most to understand your options and opportunities.  The Medicare option will help you break down the various plans under Medicare clearing. 
 
1. How social security is set up and works.
2. Learn about your own benefit as well as your spousal benefit. 
3. Implement how to collect strategy to ensure the maximum result in term of $. 
4. Understand terms in Medicare and their plans. 
5. Implement what plan fits you the best. 
 
Mandy Woo is the presenter for the social security portion.  She has been a SCORE volunteer since 2006. Mandy herself is a business owner, certified financial planner, and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Mandy was educated in US and China.  
 
Ecy O'Roake is the United Health Care agent and the presenter of the Medicare Made Clean Portion. She has been helping OC individuals and families in the past 15 years. 

(Registration/Check-in 5:30 to 6:00 PM)