Social Security - Getting $111,000 More
September 9 from 12:00-12:30 PM via Zoom.
You'll learn about:
- Most Americans miss out on $111,000 of additional benefits.
- Various Social Security claiming strategies whether single, married, widowed, or divorced
- Timing Social Security to optimize the benefits
A replay will be provided to all registrants.
Medicare Open Enrollment
October 19 from 12:00-12:30 PM via Zoom.
You’ll learn about:
- The A, B, C, and D puzzle of Medicare
- Pros and cons of original Medicare vs. Medicare Advantage
- Medicare supplements in WI are different than the rest of the country
- Shopping for a policy
A replay will be provided to all registrants.
Year-End Tax Planning Workshop
November 18 from 12:00-12:30 PM via Zoom.
You'll learn how to:
- Review the key numbers on your last tax return
- Adjust your taxable income and deductions to control taxes for 2022, 2023 and beyond
A replay will be provided to all registrants.
6 Keys to Retirement Success
January 20 from 12:00-12:45 PM via Zoom.
You’ll learn about:
- Social Security benefits and how spousal benefits impact married physicians
- Bridging the health insurance gap from early retirement to Medicare and Medicare choices
- Generating income from investments
- Identifying a long-term care plan with or without insurance
- Considerations for your estate plan
- Why physician taxes usually drop at retirement, increase later, and what to do about it
A replay will be provided to all registrants.