Join Us for a Seminar About Optimizing Your Retirement: Smart Decisions for Social Security and Medicare

Friday, October 31, 2025
From 2:00 PM to 3:30 PM

Learn How Social Security and Medicare Are Closely Linked and Often Go Hand-In-Hand With Effective Retirement Planning.

PROGRAM PRESENTERS



Erin Fountain, EA , RSSA®
Suncoastssadvisors.com


Rick Liberto, Licensed Insurance Broker
Insurancesalesinc.com

SEMINAR TOPICS

SOCIAL SECURITY
• Optimal Strategies for Social Security Retirement Income
• Tax Implications for Individuals & Self-Employed
• Working While Receiving Social Security Benefits
• Social Security Benefits – Spousal & Survivor
• Filing for Survivor Benefits & Taxes
• Social Security Correspondence – What to Do!

MEDICARE
• When Should You Enroll
• How and When to Become Eligible
• Enrollment Periods
• Making Changes to Coverage
• Defining Medicare Parts A, B, C, D
• Medicare Advantage Plans
• Medicare Supplement Plans
• Special Needs Plans

Click Here for Printable Flyer.

Seating is Limited!

Click Here for Free Online Registration
To RSVP Call (941) 955-9099 or go to Contact Us page on our website.