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Understanding your Medicare and Social Security Options

April 23 @ 5:30 pm 7:00 pm

Date: Tuesday, April 23rd
Time:
5:30 – 7:00 PM
Total Sessions:
1
Instructor:
Daniela Farina
Location:
Room 110
Ages:
Adult, 18+
Registration is Free for everyone!

About the class

If you’re turning 65 and need guidance on how to enroll into Medicare, this is the class for you will learn: When and how to enroll in Medicare, Basic Medicare benefits and costs, Medicare alphabet soup and what A-B-C-D means, Medicare supplemental (Medigap) plans, Medicare Advantage plans (HMOs), Prescription drug plans, Coordination with other health insurance including employer plans, retirement plans, VA, and COBRA, and learn how to avoid permanent, lifetime penalties and more. (This section is being taught by Daniela Farina @ Turning 65 Resource Center.)

This educational workshop will provide you with much needed information to help you understand your social security benefits. We’ll be covering topics such as how your Social Security benefits are calculated, the pros and cons of various filing strategies, how spousal benefits work and strategies to potentially maximize your lifetime benefits. We’ll also cover how Social Security is taxed and how you can potentially reduce taxes on Social Security. By the end of the class, you will be able to make informed decisions about social security and understand how the elections you make will affect your monthly benefits.  (This section is being taught by Michele Holton @ WealthFolio Advisors)

Please share any special considerations (medical, physical, learning) that will help your instructor make your class accessible and accommodating for you. You can share these considerations by emailing sean@sonomacommunitycenter.org.

Please share any special considerations (medical, physical, learning) that will help your instructor make your class accessible and accommodating for you. You can share these considerations when register or by emailing Sean at sean@sonomacommunitycenter.org.

When you register for a class, you’ll be offered three price tiers. The middle tier comes closest to what our registration fees used to be, and covers about 50% of the full cost of your participation in the class – with the other 50% covered by community donations. The first tier creates accessibility for people with limited income, while the third tier covers the full cost of participation – so that we can use community donations to support other people’s registration costs. When you choose to register at the third tier, you directly help support the Center’s efforts to remove financial barriers for others.

The Sonoma Community Center (the Center) strives to create an inclusive, safe community where everyone is treated with dignity and respect. The Center is committed to creating such an environment because it brings out the fullest potential in each of us, which, in turn, contributes directly to creating a community of belonging. In order to ensure a positive, safe, and welcoming experience for everyone, all program participants are asked to abide by the following policies, community agreements, and restorative safety protocol.

About the instructor

Daniela Farina

Instructor

Daniela Farina is a Broker who specializes in Medicare insurance
plans. She has been educating individuals turning 65 for over 13 years. She offers Medicare
educational classes throughout California.
www.turning65resourcecenter.org

Michele Holton

Instructor

Michele Holton is a Fiduciary and a Registered Investment Advisor who has been helping clients with retirement income strategies for over two decades. She helps people understand their Social Security benefits so they can make informed decisions regarding their retirement. She teaches classes on Social Security and Retirement Income Strategies in Sonoma.

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