NAEPC Webinar - The Best Practices in Social Security and Medicare Planning
2024-12-11 21:00 - 22:00 UTC | Webinar
This dynamic session will explore the best strategies in Social Security and Medicare planning. Topics to be discussed include retirement planning with and without Social Security, calculating the retirement benefit, determining the best starting date for Social Security, considerations for other family beneficiaries', and maximizing survivor's benefits, and understanding Income-Related Monthly Adjustment Amount (IRMAA). By the end of the presentation, you will be equipped with valuable insights and actionable strategies to make the most of Social Security and Medicare benefits.

Julie A. Welch is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area where she advises individuals and businesses. She speaks nationally on tax-saving topics and writes for several financial planning and business publications. She was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

Randy Gardner is the managing member of Goals Gap Planning, LLC, a financial education firm providing services to individuals and financial entities. A former Professor at the University of Missouri, Randy speaks nationally on tax, retirement, and estate planning issues. He also writes for many publications, serves as a columnist for The Journal of Financial Planning, and advises tax and estate planning clients.

[REGISTER HERE](https://secure.confertel.net/tsRegisterF.asp?course=5842147) for the individual program. To subscribe to the 2024 webinar series, please click [HERE](https://www.naepc.org/forms/webinar-subscription/).
