Healthcare in Retirement on 1/16 and Social Security & You on 1/18

Everyone approaching retirement has questions about Social Security. The more you’ve put into the system the more crucial it is to make the right decisions. We have helped educate thousands of people across the front range with our free workshops—which is one of the many ways we are striving to Help You Retire…better!

Don’t put off making decisions about Medicare when the clock is ticking…attend our January workshop and learn the information you need about Medicare, factoring in healthcare costs when planning for retirement and more.


January 16th, 6:30 pm
Greenwood Village, Loveland, Colorado Springs

What you will learn at our Healthcare in Retirement Workshop:

  • Understanding coverage, expenses and insurance gaps
  • How Medicare and Social Security work together
  • How to plan for future healthcare costs
  • How about long-term care?
  • How to avoid late enrollment fees and penalties
  • How Medicare works with private insurance


January 18th, 6:30 pm
Greenwood Village, Loveland, Colorado Springs

What you will learn at our Social Security Workshop:

  • The best time to start your benefits
  • Ways to reduce taxes on your benefits
  • Strategies to maximize your benefits
  • Spousal benefits: how and when to do it
  • Divorced spouse and survivor's benefits
  • Five factors to consider before you apply


5445 DTC Pkwy, Suite #1100
Greenwood Village, CO 80111


5943 Sky Pond Drive, Bldg. E
Loveland, CO 80538


5214 N. Nevada, Bldg. Suite #100
Colorado Springs, CO 80918

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