Savvy Social Security Planning for Women
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Savvy Social Security Planning for Women”
Managing Health Care Expenses in Retirement
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Managing Health Care Expenses in Retirement - What Baby Boomers Need to Know About Medicare and Long-Term Care.”
Date: Thursday, November 16, 2023
Time: 12:00 PM EST
To Be Discussed:
1. Medicare Enrollment - Who needs to enroll and when
2. Medicare & Private Insurance
3. Planning for Higher Health Care Costs
*Recording of this event will be provided via email after the event*
Life After Work: How to Create a Good Life in Retirement
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Life After Work - How to Create a Good Life in Retirement."
Date: Thursday, July 27, 2023
Time: 12:00 PM EST
To Be Discussed:
1. Planning for a long happy life in retirement - how to manage a sustainable lifestyle
2. Build a retirement plan that defines where your income will come from
3. When to start your Social Security Income
*Recording of this event will be provided via email after the event*
Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Savvy Social Security - What Baby Boomers Need to Know About Their Retirement Income".
To Be Discussed:
1. What does your benefit depend on?
2. Factors to consider when deciding to apply.
3. How are Social Security benefits are calculated?