Social Security & Medicare, Webinar


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Social Security Planning post Bipartisan Budget Act:
Social security retirement income is 76% higher at age 70 than it is at 62. Yet 74% of all beneficiaries take benefits before their full retirement age. We believe this is due to an education gap. In this seminar we talk about the current state of the system, how benefits are determined and how to maximize income. In addition to covering the basics, this class will focus on the new income maximization strategies in light of changes stemming from the Bipartisan Budget Act of 2015.

Roadmap to Medicare:
Presenters, Tracy Russo, of HTA Financial and Kris Kornemann, CFP® will help navigate common Medicare questions such as when to enroll, means-testing for premiums, Medicare supplements, as well as what Medicare doesn’t cover. Broader healthcare costs that include Medicare (but extend to Long Term Care) are combined, the largest worry pre-retirees face. Learn strategies to effectively combine private and public resources to better insulate your clients’ lifestyles throughout retirement.


  • 12:00 AM
  • $0


Evan is a graduate of the University of Delaware’s school of Business and Economics.

He got his start in the Wealth Management industry straight out of…

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