Smart Decisions for Social Security and Medicare

Join Us for a Seminar About Optimizing Your Retirement:
Smart Decisions for Social Security and Medicare.

Friday, October 31, 2025
From 2:00 PM to 3:30 PM
(At Alderman Oaks Retirement Center)

Learn How Social Security and Medicare Are Closely Linked and Often Go Hand-In-Hand With Effective Retirement Planning

PROGRAM PRESENTERS

Erin Fountain, EA, RSSA®
Suncoast Social Security Advisors
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Rick Liberto, Licensed Insurance Broker
Insurance Sales Inc
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SEMINAR TOPICS

SOCIAL SECURITY
• Optimal Strategies for Social Security Retirement Income
• Tax Implications for Individuals & Self-Employed
• Working While Receiving Social Security Benefits
• Social Security Benefits – Spousal & Survivor
• Filing for Survivor Benefits & Taxes
• Social Security Correspondence – What to Do!

MEDICARE
• When Should You Enroll
• How and When to Become Eligible
• Enrollment Periods
• Making Changes to Coverage
• Defining Medicare Parts A, B, C, D
• Medicare Advantage Plans
• Medicare Supplement Plans
• Special Needs Plans