Our goal is to help you to make informed decisions about your personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies in a low-interest rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.
Class Calendar
Medicare 101 Course
Take the guess work out of Medicare.
- A 1.5 hour class where you will learn when & how to enroll CORRECTLY to avoid penalties.
- Understand the A, B, C’s (and D) of Medicare.
- Know the difference between Original Medicare vs. Medicare Advantage.
- Recognize your options when it comes to choosing a drug plan or supplementing Medicare.
- Acquire knowledge of how your current or former employer healthcare coverage can relate to Medicare… and more!
- Free to attend for you and a guest – PLUS bonus workbook included.
Social Security & Taxes Course
Discover why taxes could be higher in retirement than they are now
- A 2.5 hour class where you will learn how your Social Security system applies to retirement planning.
- Learn about when and how you can claim your benefits.
- Discover how you can reduce hidden risks and exposure to your assets.
- Learn how you could utilize tax legislation to reduce your taxes.
- Understand when and how your income can increase your taxes…and more!
- Free to attend for you and a guest – PLUS bonus workbook included.
Principles of Retirement Planning Course
Learn how you can develop a plan for retirement that consists of more than just a diversified portfolio.
- A four hour class where you will learn techniques and strategies that could help you preserve your capital through retirement.
- Learn how you could create more predictable income, decrease your risk, or reduce or eliminate taxes on your retirement assets.
- Registration is free but we recommend attending Social Security and Taxes as a prerequisite to this course.
- Meal included!
For accommodations of persons with special needs at Medicare workshops, call 1-877-486-2048.
Our Medicare workshops provide educational information followed by an opportunity for you to discuss your questions with a licensed Medicare agent. Milestone Educator LLC operates under Sound Planning Group, Inc (SPG). Sound Planning Group contracts with multiple major carriers in the marketplace that we feel bring value to our Medicare planning process. Sound Planning Group does not offer every plan in your area. Currently, we represent 7 organizations that offer 68 products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on your options. This class does not discuss specific insurance products. Milestone Educators LLC is not affiliated with or endorsed by any government agency. Medicare consulting and insurance products are offered through Sound Planning Group, Inc. SPG is not affiliated with or endorsed by any government agency.
Register for a course today!
Begin your retirement with success. Jumpstart your education at a workshop near you.