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Don't get overwhelmed trying to unravel the myriad mysteries of Medicare and Social Security alone when there is free, no-obligation help available. On Wednesday September 18 at 6:00 pm baby boomers far and wide can come to Crowell Library and have all their questions answered. Linda Polwrek, CFP®, Financial Advisor with Waddell & Reed, and John Dickey, Independent Health Insurance Broker will conduct this valuable workshop. One of the most important decisions one needs to make before retiring is when to file for Social Security benefits. By understanding the various claiming strategies that could enhance income and by coordinating Social Security with the rest of a retirement income plan, a comfortable retirement can be achievable. This workshop also aims to provide tools and resources to understand and apply the basic rules and time frames of Medicare, to simplify the process of enrolling, and to navigate the myriad of Medicare plans and cost-reducing options available to you. You will also learn a few not-widely-known ways to reduce your prescription drug costs.
Originally from Boston, Linda Polwrek has lived in the Pasadena area for over 30 years. She began her career in the Financial Services industry with Fidelity Investments, first as a Registered Representative and later as a Fixed Income Securities Analyst. She is a CERTIFIED FINANCIAL PLANNER TM, and has earned the Certified Long Term Care and the Retirement Income Certified Professional® designations.
John Dickey’s guidance and advocacy on behalf of seniors is always totally independent of any insurance carrier, and is governed by CMS (Center for Medicare and Medicaid Services). John has given numerous presentations throughout San Gabriel Valley on Medicare, and he frequently attends insurance training seminars and classes to stay current on all government regulations and available plan options. He is a fully licensed certified Health Insurance Planner, has an MBA, and has lived in San Gabriel Valley for 20 years.
The decisions one makes today can have a tremendous bearing on the total amount of benefits received over a lifetime. Free helpful booklets and refreshments will be available.