Medicare Planning for Baby Boomers

FREE VIRTUAL SEMINAR SERIES

Presented By Freedom Federal Credit Union in partnership with The Kelly Group

When you turn 65, the federal government gives you a birthday present:
Entrée into the brave new world of Medicare.

Medicare Planning

Medicare Planning for Baby Boomers

This course will address Medicare basics and help you navigate through potentially costly traps. We will also discuss how to shop for the private insurance you need to supplement Medicare.

As a reminder, this seminar will be hosted via our virtual meeting platform, RingCentral. A reminder email with log-on instructions will be sent prior to the start of the event.

Wednesday, June 23rd, 2021
6:00 pm – 7:00 pm

Registration for this free virtual seminar is required, and can be done ONLINE.

Social Security Strategies for a Healthy Retirement

FREE VIRTUAL SEMINAR SERIES

Presented By Freedom Federal Credit Union in partnership with The Kelly Group

Social Security PlanningSocial Security Strategies for a Healthy Retirement

This class is necessary and timely for every person facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program, the health of the Trust Fund noting the pandemic, benefit planning strategies and how benefit timing impacts retirement decisions, and specifically on when and how to file to maximize benefits. The goal of this class is to clarify some of the misconceptions of the details of Social Security benefits.

Wednesday, May 19th, 2021
6:00 pm – 7:00 pm

Registration for this free virtual seminar is required, and can be done ONLINE.

Estate Planning Seminars

ESTATE PLANNING VIRTUAL SEMINAR SERIES

Presented By Freedom Federal Credit Union

Foundations of Estate Planning

Beyond Estate Planning, How to Leave Your Greatest Legacy

Legacy Planning brings the human element into estate planning. What would happen to your loved ones if something should happen to you?  Would they have a process to follow? This seminar takes you beyond estate documents, discussing how you can convert chaos to clarity and closure. Legacy Planning follows a logical progression, and each participant will be given a workbook for planning purposes.  Legacy Planning is a dynamic process that is not hard—you just have to get started!   

Wednesday, January 13th, 2021
6:00 pm – 7:00 pm

Registration for this free virtual seminar is required, and can be done ONLINE.