COURSE SYLLABUS
What You Need to Know to Get the Most Out of Your Benefit
Course Description
This course provides fundamental working knowledge of the Medicare benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, options that are available to you, and potential cost of planning mistakes.
This is not a financial sales seminar; this is a financial course of study where you will leave with knowledge that can help you make sound decisions about Medicare and healthcare planning in Retirement.
COURSE OUTLINE
- Retirement Benefit Calculation and Key Definitions
- Planning Challenges
- The Potential Cost of Planning Mistakes
- 4 Common Decision Scenarios
- COLA and Taxation of Benefits
- Handling a Benefit Claim Mistake
- Strategies for Maximizing Your Benefit
Course Objectives
This course provides fundamental working knowledge of the Medicare benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.
This is not a financial sales seminar; this is a financial course of study where you will leave with the knowledge that can help you make sound decisions about your Social Security benefits.
- Healthcare planning considerations and your overall retirement income strategy
- Preparing for health care in retirement
- What is Medicare and the different provisions available to you
- Ideas and strategies to develop your personalized healthcare plan in retirement
Workbook
To maximize the value of the course, you will be provided with a workbook that will provide you with critical course information and allow you to take notes and write down any questions.
Participation
The course is designed to be interactive and your participation is encouraged, but not required. We keep classes intentionally under 10 people to allow for a more collaborative setting so that we can have a more personalized discussion.
Instructors
AFES instructors come from the financial services industry. They bring professional experience to the classroom and enhance the course with “real world” examples of many of the principles being taught.
John P. Miller
- AFES Instructor
- Phone: 904-502-3417
- Email John
Adult Financial Education Services (AFES) is a national not-forprofit organization that is dedicated to improving financial literacy for those nearing and in retirement. AFES has educated thousands of individuals and families from coast-to-coast on topics including Social Security, taxes, and retirement planning strategies. AFES instructors are active professionals in the financial services industry and have the appropriate training and licensing to discuss the topics presented in each course. AFES courses are strictly educational and are designed to provide participants with objective information that will aid them in making sound financial decisions for their financial futures. For more information about AFES please visit www.afes.org.
