The Basics of Social Security, Financial Planning and Medicare Transition for Retirement

Terri Yurek Insurance Services Office

Terri Yurek Insurance Services
13240 Evening Creek Dr
Suite #305,
San Diego, CA 92128

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Thursday from 6-7pm



Tuesday from 6-7pm

Attend this seminar and learn about:

  • Tax law changes
  • Maximizing your Social Security benefits
  • How to invest during an election year?
  • How does coronavirus impact the stock market?
  • What are Medicare Parts A, B, C and D?
  • How and when I should sign up for Medicare?
  • Will you have an Income Related Monthly Adjustment?

Why you should attend this seminar:

Fully understanding the social security program and your financial planning strategy for retirement can be difficult alone – especially with all the new tax law changes. A certified financial planner from Orin Green Financial, RIA will provide great advice on retirement planning strategies and how to maximize your social security benefits by understanding the rules of these complicated programs. We will also cover how to invest during coronavirus.

Medicare is confusing and our Licensed Insurance Professional will deliver comprehensive up to date details that will help you properly prepare for Medicare. Our goal is to help beneficiaries understand the cost, coverage and benefits of what their last health insurance plan will be.

Join us at Terri Yurek Insurance Services on Thursday, March 26th from 6:00 PM – 7:00 PM or Tuesday, March 31st from 6:00 PM – 7:00 PM, where we will help you understand how wisely managing your retirement income and costs starts with understanding the facts.

This event Is not connected with or endorsed by the United States Government or the Federal Medicare program.

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