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Social Security Strategies – Platte County Community Center South

Platte County Community Center South - Community Room 8875 Clark Ave, Parkville, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Medicare Open Enrollment Planning – Platte County Community Center South

Platte County Community Center South - Community Room 8875 Clark Ave, Parkville, MO, United States

Here are a few of the topics that we'll be covering in this Workshop: • How and when should I sign up for Medicare? • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost and the need for […]

Free

Maximize Social Security, Minimize Taxes – Waldo Library

Waldo Library - Room A 201 E 75th St, Kansas City, MO, United States

Join Market Advisory Group for a social security and tax class to learn: What social security and tax strategies are still available to me? When should I start receiving my social security benefits? How will this decision affect my spousal social security benefits? Survivor benefits for widowed and divorced spouses? Single, married, divorced or widowed, learn ways […]

Free

Estate & Tax Planning: Surviving Retirement – Exploration Place

Exploration Place – Discover Rooms A&B 300 N McLean Blvd, Wichita, KS, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

Free

Social Security Strategies – Metropolitan Community College Blue River

Metropolitan Community College Blue River - Campus Center 101 20301 East 78 Highway, Independence, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Taxes in Retirement – WSU Hughes Metroplex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, Wichita, KS, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – Village Travel

Village Travel - Departure Room 4255 N Ridge Rd, Wichita, KS, United States

Join us for a special event to learn all about it! Here’s what you’ll learn: What is Long-Term Care and who may need it? Where is Long-Term Care provided and covered? Is Long-Term Care in your future? How will you pay for it? What does Medicare cover and why you can’t rely on it. Can […]

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Medicare Open Enrollment Planning – Village Travel

Village Travel - Departure Room 4255 N Ridge Rd, Wichita, KS, United States

Here are a few of the topics that we’ll be covering in this Workshop: • How and when should I sign up for Medicare? • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost and the need for […]

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Estate & Tax Planning: Surviving Retirement – North Kansas City Parks & Recreation Center

North KC Parks & Recreation Center - Ryan Hall 1201 Clark Ferguson Dr, North KC, MO, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

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Taxes in Retirement – Vesper Hall Senior Center

Vesper Hall - Multipurpose Room 400 NW Vesper St, Blue Springs, MO, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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Social Security Strategies – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Thriving in Retirement – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join us to learn how Taxes, Inflation, and Market Volatility are affecting retirees right now (and what you can do about it): Ways to ensure your nest egg lasts, no matter how long you're retired What you can expect from Social Security when you claim (will it be there when you need it?) Tax-friendly ways […]

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