This educational session is designed for individuals approaching age 65 or retirement who want clarity around two of the most important retirement decisions: Medicare and Social Security.

The first portion of the class, led by Allison Lubenow of Senior Advisors, will cover the fundamentals of Medicare, including coverage options, enrollment timelines, and common pitfalls to avoid.

The second portion, led by Tyler Zavala, CFP®, EA, of Rock Martin Private Wealth Management, focuses on Social Security strategy. He will discuss when to claim, how benefits are calculated, spousal considerations, taxation, and how claiming decisions fit into a broader retirement income plan.

This is a straightforward, information-focused class designed to help you make informed decisions with confidence.

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