UNDERSTANDING YOUR MEDICARE AND LONG-TERM CARE OPTIONS ARE VITAL FOR YOUR HEALTH!

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C, and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions, or opinions.

Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, sit back, and enjoy the presentation – we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This workshop will give you hands-on and up-to-date information to help you optimize your Medicare benefits, (including Medicare Supplements) so you get the best coverage for your needs. It could potentially save you thousands of dollars.

If you would like more information on how to optimize your Medicare benefits, this workshop is for you!

Attend This Workshop And Learn:

• How and when to sign up for Medicare
• What you need to know before enrolling in a Medicare plan
• What are Medicare Parts A, B, C, and D
• What is your need for supplemental insurance
• What you need to know during open enrollment
• How to find a plan that will work with your doctor

Join us at Greenville Technical College for an educational workshop covering Medicare and Long-term Care options and how you get the most out of your benefits on Tuesday, December 10th, from 9:30 am – 10:30 am.

Sign up today- we hope to see you there!

UNDERSTANDING YOUR MEDICARE OPTIONS IS VITAL FOR YOUR HEALTH!

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C, and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions, or opinions.

Capital City Financial Partners asks you to join us at the Irmo Library for an educational workshop covering Medicare options and how you get the most out of your benefits.

Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, sit back, and enjoy the presentation – we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This workshop will give you hands-on and up-to-date information to help you optimize your Medicare benefits, (including Medicare Supplements) so you get the best coverage for your needs. It could potentially save you thousands of dollars.

If you would like more information on how to optimize your Medicare benefits, this workshop is for you!

Attend This Workshop And Learn:

• How and when to sign up for Medicare
• What you need to know before enrolling in a Medicare plan
• What are Medicare Parts A, B, C, and D
• What is your need for supplemental insurance
• What you need to know during open enrollment
• How to find a plan that will work with your doctor

This complimentary workshop will be on Wednesday, November 13th, 2024 from 12:30 P.M. to 1:30 P.M. 

Sign up today- we hope to see you there!

How to Optimize Your Retirement Income & Social Security Benefits

According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

Join us at the Crowne Plaza Hotel for an educational workshop covering Social Security & Retirement Planning (including how to avoid the top 3 retirement planning mistakes that could save you time and money.

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.

It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.

This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.

This complimentary workshop will be held on Thursday, November 14th, 2024 from 11:30 a.m. to 12:30 p.m. 

Sign up today– we hope to see you there!

We will be discussing strategies to help protect your money & minimize your risks & taxes.

Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?

This complimentary, educational workshop will be on Wednesday, November 6th, 2024 at 11:30 a.m.

We will be discussing strategies to help protect your money & minimize your risks & taxes.

Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?

This complimentary, educational workshop will be on Tuesday, December 3rd, 2024 at 11:30 A.M. 

UNDERSTANDING YOUR MEDICARE OPTIONS IS VITAL FOR YOUR HEALTH!

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C, and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions, or opinions.

Capital City Financial Partners asks you to join us virtually for an educational workshop covering Medicare options and how you get the most out of your benefits.

Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, sit back, and enjoy the presentation – we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This workshop will give you hands-on and up-to-date information to help you optimize your Medicare benefits, (including Medicare Supplements) so you get the best coverage for your needs. It could potentially save you thousands of dollars.

If you would like more information on how to optimize your Medicare benefits, this workshop is for you!

Attend This Workshop And Learn:

• How and when to sign up for Medicare
• What you need to know before enrolling in a Medicare plan
• What are Medicare Parts A, B, C, and D
• What is your need for supplemental insurance
• What you need to know during open enrollment
• How to find a plan that will work with your doctor

This complimentary webinar will be held virtually on Thursday, October 10th, 2024.

Sign up today!

UNDERSTANDING YOUR MEDICARE OPTIONS IS VITAL FOR YOUR HEALTH!

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C, and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions, or opinions.

Capital City Financial Partners asks you to join us at the Lexington County Public Library – Lexington for an educational workshop covering Medicare options and how you get the most out of your benefits.

Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, sit back, and enjoy the presentation – we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This workshop will give you hands-on and up-to-date information to help you optimize your Medicare benefits, (including Medicare Supplements) so you get the best coverage for your needs. It could potentially save you thousands of dollars.

If you would like more information on how to optimize your Medicare benefits, this workshop is for you!

Attend This Workshop And Learn:

• How and when to sign up for Medicare
• What you need to know before enrolling in a Medicare plan
• What are Medicare Parts A, B, C, and D
• What is your need for supplemental insurance
• What you need to know during open enrollment
• How to find a plan that will work with your doctor

This complimentary workshop will be on Wednesday, September 11th, 2024 from 11:30 a.m. to 12:30 p.m. 

Sign up today- we hope to see you there!

We will be discussing strategies to help protect your money & minimize your risks & taxes.

Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?

This complimentary, educational workshop will be on Wednesday, October 9th, 2024 at 1:30 p.m.   

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT!

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join us at the Five Forks Library for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education. Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

• ​How to reduce or eliminate retirement taxes.
• Financial strategies that could increase your retirement income and last a lifetime.
• ​How to choose the best healthcare coverage.
• ​​Find out if you need a will or a trust.
• ​​​How to structure your retirement savings so you never have to worry about running out of money​.
• ​​​​Common misconceptions about retirement and estate planning.
• ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational workshop will be on Wednesday, October 23rd at 5:30 P.M. 

Sign up today- we hope to see you there!