Learn how to maximize the benefit you’ve been paying into your entire working life. Social Security will likely play a significant role in your retirement income.
Let’s explore the basics of Social Security, including:
– How your benefit is calculated
– Strategies for claiming benefits.
– Incorporating social security into your retirement plan
Learn how to plan ahead and create income that lasts the rest of your lifetime. Develop a diversified income strategy that helps you manage risk and protects your financial security in retirement.
We’ll show you how to:
Naming beneficiaries to your financial accounts is probably something you’ve received a lot of reminders about, but maybe you haven’t known why taking care of it is important.
In this webinar, learn:
– How to define what a beneficiary is
– Why naming beneficiaries is necessary
– How to identify your beneficiaries
– Why regularly reviewing your beneficiary designation is important
Your workplace retirement plan is one of your most important employee benefits. In this webinar we’ll show you how to take advantage of all your plan has to offer so you can save and invest with confidence and get the most from your money.
You’ll find out how to:
Optimize your savings
Take advantage of advice
Boost your financial smarts
Healthcare costs can really add up in retirement. That’s why it pays to be prepared. In this webinar we’ll help you separate myth from reality when it comes to managing costs for a healthy financial future.
You’ll learn about:
• Medicare benefits—from what’s covered to what isn’t—and the options you have
• The realities of long-term care and how to prepare for the costs
• Health savings accounts and how they can help you save money
The frequency and format of scams are increasing. Learn how to protect your information and your financial future.
We’ll help you learn how to:
• Stay safe from online attacks
• Avoid scams designed to compromise your assets and information
• Navigate the changing security landscape
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.
We’ll share views on:
• The state of the U.S. economy and key market drivers
• Factors influencing market volatility
• Investing in public markets
Age Well’s SHIP Coordinator Sharon O’Neill will walk participants through a presentation about different aspects of being new to Medicare, including:
– When/how to enroll
– Medigap vs. Medicare Advantage
– How to use Medicare.gov
– Other topics
This session is brought to you in partnership between Age Well of Vermont and GMHEC. Participants from states other than Vermont may attend, and also are encouraged to follow up with their own state’s Medicare support services. You may locate your State Health Insurance Assistance Program (SHIP) coordinator via this site: https://www.shiphelp.org/.
To request the zoom details, send an email to benefits@gmhec.org expressing interest in the May 1st Medicare session and the Benefits Team will send you the invitation.
Age Well’s SHIP Coordinator Sharon O’Neill will walk participants through a presentation about different aspects of being new to Medicare, including:
– When/how to enroll
– Medigap vs. Medicare Advantage
– How to use Medicare.gov
– Other topics
This session is brought to you in partnership between Age Well of Vermont and GMHEC. Participants from states other than Vermont may attend, and also are encouraged to follow up with their own state’s Medicare support services. You may locate your State Health Insurance Assistance Program (SHIP) coordinator via this site: https://www.shiphelp.org/.
To request the zoom details, send an email to benefits@gmhec.org expressing interest in the August 4th Medicare session and the Benefits Team will send you the invitation.
Family wealth includes more than just economic resources. Equip your family members for the responsibilities that wealth brings.
We’ll discuss:
• The importance of a wealth transfer plan
• Age-appropriate education designed to instill positive wealth habits