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Register To Attend A Workshop

For accommodations of individuals with special needs at meetings, please call 847.499.3454. Calling the agent will direct you to a licensed sales agent.

Taxes in Retirement

In this course, you will learn to:
  • Understand the potential impact of taxes on retirement income
  • Navigate the tax code when positioning assets to generate income
  • Leave a tax-free and tax-favored legacy
  • The SECURE Act 2.0 law was recently passed; find out how it may affect your retirement

Check back soon for more tax events!

Medicare & Social Security Educational Workshop

In this course, you will learn:
  • How Medicare works and what to expect with each plan option
  • How to avoid the most common enrollment mistakes
  • When you should enroll in Medicare
  • When to enroll to avoid unnecessary penalties
  • What couples should consider when choosing Medicare plans
  • What are Medigap Plans and how do they work
  • When to file for Social Security
  • What strategies to use to maximize your benefits

Medicare Educational Workshop

In this course, you will learn:
  • How Medicare works and what to expect with each plan option
  • How to avoid the most common enrollment mistakes
  • How to choose which part D prescription to be on
  • How little known IRMAA rules might double or triple your Medicare premiums 
  • When you should enroll in Medicare
  • When to enroll to avoid unnecessary penalties
  • What couples should consider when choosing Medicare plans
  • What are Medigap Plans and how do they work
  • Find out when you can enroll in a plan and different special enrollment periods including Turning 65, being new to Medicare, etc.

Check back soon for more Medicare events!

Wealth Financial Services & Tax Advisory is not affiliated with, or endorsed by the federal Medicare program or any other government agency. We do not offer every plan available in your area. Currently we represent 6 organizations which offer 48 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. WFSTA2024.3_ED

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