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.

 

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.

720-287-5880

info@joannholstadvisers.com

What you will learn:

Social Security with Jo-Ann:

  • What's new for Social Security in 2017

  • How the new Social Security law changes claiming options

  • How to decide when to take your benefit

  • What questions you should ask at the Social Security Office

  • Strategies to reduce Social Security taxes

  • How to ensure life-long income

  • Spousal benefit basics

Certified Financial Planner, Jo-Ann Holst

Two topics, two experts, one class... zero cost

Medicare with Mary:

  • How to avoid penalties

  • Understanding Parts A-D

  • Do you need a drug plan?

  • Timing is everything - meet those deadlines

  • No more Plan F in 2020, what does that mean to you?  

  • How will companies be changing?

  • How could it affect your premium in the future?

Licensed Medicare Agent, Mary Marshall

How to register

  • Fill out the registration form

    • Your information will be used only for registration purposes and will be kept confidential​

  • Or call 720-287-5880

  • 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

 

Email: info@joannholstadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2019 by Jo-Ann Holst Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.