This class provides an essential overview of how
Medicare and Social Security benefits work—and how to
make the most of them.Learn when to file for Social
Security, how benefits are calculated, and strategies to
minimize the income tax bite on your benefits. Ideal for those approaching retirement or helping a loved one navigate the system, this course will equip you with practical knowledge to make informed, confident decisions.

Instructors: Lee Zeplowitz, CFP and CPA who has spent 35
years helping clients navigate life-changing events; Allen Heffler, local Medicare Broker and Advisor