The transition to retirement is an overwhelming and confusing process. You’ve likely done research and asked dozens of friends and family members, only to be left with more questions.

• Do I need Medicare if I keep working?
• Should I take Social Security now or later?
• Do I need a Drug Plan?
• What do I do with the 401(k) I have with my employer?

And—most importantly — what is my next step?
In Seniormark’s Life After Work series of workshops, we seek to answer these questions and more!

Please RSVP by clicking on the checkbox next to all of the workshops you would like to attend:*
For accommodations of persons with special needs at meetings call (937) 492-8800 or TTY 711.

Swamped with Medicare mail? In this workshop, we help you make sense of it all. We will start by introducing you to the four parts of Medicare (A, B, C, & D) and finish by outlining your options along with the associated costs involved with each.

In this workshop, we will introduce you to the complicated government program you’ve likely paid into throughout your whole career: Social Security. Outlining topics such as maximizing your benefit and various claiming strategies, the workshop is designed to help you decide when and how to take Social Security as well as figure how your benefit might fit into your retirement income plan as a whole. We will also cover all of the best options for your 401(k) and the strengths and weaknesses of each. We will also teach you how to avoid uncomfortable losses and costly mistakes.

Welcome to Medicare

Tuesday, March 10 at 5:30 pm (Sidney)

Tuesday, March 10 at 5:30 pm (Online with Zoom)

Wednesday, March 11 at 5:30 pm (Vandalia)

Social Security/401K Planning

Tuesday, March 17 at 5:30 pm (Sidney)

Tuesday, March 17 at 5:30 pm (Online with Zoom)

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