Educational WORKSHOP
Medicare 101 Class
Navigating Medicare doesn’t have to be complicated. SPG’s educational Medicare classes are designed to help individuals approaching age 65, preparing for retirement, or continuing to work past 65 better understand their Medicare options and make informed decisions about healthcare coverage.
Our Medicare workshops break down Medicare Parts A, B, C, and D, enrollment timelines, Original Medicare vs. Medicare Advantage, Medicare Supplement options, prescription drug coverage, employer-sponsored health insurance, HSAs, and potential Medicare enrollment penalties. You’ll learn how the different pieces of Medicare work together and what to consider as you approach Medicare eligibility.
Learn the Medicare basics. Understand your options. Prepare for what comes next.
Our Medicare workshops provide educational information that is followed by an opportunity for you to discuss your questions with a licensed Medicare agent. The educational event is separate from any investment advisory services mentioned on this site. Participation in the event does not constitute an endorsement or solicitation for other services.
EDUCATIONAL WORKSHOP
Social Security & Taxes Class
Deciding when and how to claim Social Security can be one of the most important financial decisions you make as you approach retirement. SPG’s educational Social Security classes help individuals and couples better understand their benefits, claiming options, and the potential tax implications of retirement income.
Our Social Security and retirement tax workshops explore Social Security claiming strategies, Full Retirement Age, early and delayed benefits, spousal benefits, taxation of Social Security, retirement income planning, and current legislation that may affect your retirement strategy. We also discuss considerations for couples, divorced individuals, and widows or widowers.
QUARTERLY SEMINAR
State of the Market
Deciding when and how to claim Social Security can be one of the most important financial decisions you make as you approach retirement. SPG’s educational Social Security classes help individuals and couples better understand their benefits, claiming options, and the potential tax implications of retirement income.
Our Social Security and retirement tax workshops explore Social Security claiming strategies, Full Retirement Age, early and delayed benefits, spousal benefits, taxation of Social Security, retirement income planning, and current legislation that may affect your retirement strategy. We also discuss considerations for couples, divorced individuals, and widows or widowers.
The State of the Market is being presented by SPG Advisors LLC, a registered SEC investment advisor, and Synergy Asset Management, SPG’s investment management partner and a registered SEC investment advisor. Registration with the SEC does not imply a certain level of skill or training but indicates oversight by the SEC.
For accommodations of persons with special needs at workshops, call our office at (425) 943-9142 OR TTY 711-425-943-9142.
Here's What People Are Saying About Us
For full disclosures on each review, please navigate to our Google Reviews page. The reviews shown on this page are randomly selected, are not based on any criteria, and are updated every hour. The reviewer may or may not be a current client of SPG and has not been compensated for this review. No material conflicts of interest exist with this reviewer to the best of our knowledge. This testimonial may not be representative of the experience of other clients, and no guarantee of future performance or success is implied. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. This review has been published with the reviewer’s consent for marketing purposes.
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