Medicare and Social Security Basics
complimentary educational meeting for the public
Your information will only be used for reservation purposes and will be kept confidential. You will not receive any other communications from Jo-Ann Holst Advisers unrelated to your reservation. You will not be subscribed to ongoing emails.
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Registration Form
There are no public class dates currently scheduled for this class. This class is available for your group of 8 or more individuals to book privately. Call or email to discuss hosting Jo-Ann as a guest speaker for your group.
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720-287-5880
What you will learn:
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Social Security with Jo-Ann:
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What's new for Social Security in 2017
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How the new Social Security law changes claiming options
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How to decide when to take your benefit
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What questions you should ask at the Social Security Office
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Strategies to reduce Social Security taxes
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How to ensure life-long income
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Spousal benefit basics
Certified Financial Planner, Jo-Ann Holst
Two topics, two experts, one class... zero cost
Medicare with Mary:
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How to avoid penalties
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Understanding Parts A-D
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Do you need a drug plan?
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Timing is everything - meet those deadlines
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No more Plan F in 2020, what does that mean to you?
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How will companies be changing?
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How could it affect your premium in the future?
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Licensed Medicare Agent, Mary Marshall
How to register
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Fill out the registration form
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Your information will be used only for registration purposes and will be kept confidential​
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Or call 720-287-5880
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Or Email info@joannholstadvisers.com
Space is limited for easier Q & A, please RSVP. Reservations will be honored on a first-come, first-served basis. Classes usually repeat monthly, check back for more upcoming class dates and topics. Can't make this class? click below to see other class topics and dates.
Registration Form
What does Full Retirement Age mean?
Will my ex-spouse know if I take his/her benefit?
Lakewood, May 17th 2017
Is my Social Security benefit ever taxed?
Lakewood, May 17th 2017
How do I decide when to take my benefit?
Lakewood, May 17th 2017
What if I decide to take my benefit early?
Lakewood, May 17th 2017
Lakewood, May 17th 2017
Jo-Ann Holst Advisers Inc. is not associated with the Social Security Administration. You should always consult the SSA before making any decisions, filings or changes to your benefit. To contact the Social Security Administration, please visit www.ssa.gov or call 1-800-772-1213.
Social Security FAQ -
Jo-Ann answers your Social Security questions!
Lakewood, May 17th 2017