This course will examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare and all of its Parts is reviewed, particularly with an analysis of what is and is not covered, penalties for untimely enrollment and how planning may increase one's chances of securing the benefits of this program.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Appreciate the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits
Address what the Medicare system does and does not cover, when to apply for benefits to avoid penalties, and how planning can make a difference in what individuals may receive
Understand the importance of proper qualification of these government programs and how their benefits can be enjoyed
