21
Oct
The Compass Series. Social Security & Medicare: Timing, Choices & Considerations.
Description
Social Security & Medicare: Timing, Choices & Considerations
Retirement comes with important decisions, and few are as significant as Social Security and Medicare.
The rules, timelines, and options can feel overwhelming. Fortunately, understanding the basics can go a long way toward helping you make informed choices.
Join Lake Financial Group and Transamerica's Advanced Markets team for an educational webinar where we'll discuss the timing, choices, and considerations surrounding:
• Social Security benefits and claiming strategies
• Full retirement age and benefit timing
• Medicare enrollment and coverage options
• Healthcare costs in retirement
• Spousal and survivor considerations
• Questions to consider as part of your overall retirement plan
Our goal is to provide practical education and real-world perspective so you can approach retirement with greater clarity and confidence.
Date and Time
Wed, Oct 21, 2026
12:00p - 1:30p CST
Location
Virtually Via Teams: https://teams.microsoft.com/meet/244555699316892?p=2bNZASII3R3RvPRyIS
The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Neither Equitable Advisors, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action.