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Social Security - Getting $111,000 More

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.

Register
Medicare Open Enrollment

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.

Register
Year-End Tax Planning Workshop

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.

Register
6 Keys to Retirement Success

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.

Register

Not a Society Member?

All events are provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP®.

Join or Renew here