Medicare & Social Security Planning Workshop
Approaching Retirement?
Medicare. Social Security. Your Retirement Savings. Let’s Make Sense of It Together.
Retirement should be something you look forward to—but there are some important decisions to make along the way.
When should you enroll in Medicare?
When should you claim Social Security?
How can your retirement savings help create dependable income?
And how can you better protect what you’ve worked so hard to save?
Join ZCARE for a complimentary local educational workshop designed to help bring these pieces together and give you a clearer picture as you approach or enjoy retirement.
A complimentary light meal will be served.
Medicare & Social Security Planning Workshop
Approaching Retirement?
Medicare. Social Security. Your Retirement Savings. Let’s Make Sense of It Together.
Retirement should be something you look forward to—but there are some important decisions to make along the way.
When should you enroll in Medicare?
When should you claim Social Security?
How can your retirement savings help create dependable income?
And how can you better protect what you’ve worked so hard to save?
Join ZCARE for a complimentary local educational workshop designed to help bring these pieces together and give you a clearer picture as you approach or enjoy retirement.
A complimentary light meal will be served.
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Workshop 1
- September 15
- 6:00 PM
- 875 Simonton Road, Statesville, NC 28625
Workshop 2
- September 16
- 6:00 PM
- Statesville Public Library 201 N Tradd Street, Statesville, NC 28677
Workshop 3
- September 29
- 6:00 PM
- The Charles Mack Citizen Center 215 N Main Street, Mooresville, NC 28115
Workshop 4
- September 30
- 6:00 PM
- Hilton Garden Inn Charlotte/Mooresville SpringHill Suites by Marriott Charlotte Lake Norman/Mooresville
WE’LL TALK ABOUT
- Medicare choices and important decisions around age 65
- Social Security and when to consider claiming
- Turning retirement savings into dependable income
- Ways to help protect retirement savings from significant market losses
- Important considerations for your 401(k), IRA and other retirement accounts
ABOUT ZCARE
Charlotte-area based. Serving clients throughout the Carolinas and beyond. A member of the Association of Financial Consultants.
Established in 2007, ZCARE is a Medicare and retirement advisory helping individuals and families better understand their options as they approach and enter retirement.
Our approach is education first—helping you understand your choices so you can make informed decisions with confidence.
There is no cost to attend, and no products will be sold at the workshop.
If you make retirement decisions with your spouse or partner, we encourage you to attend together.
Space is limited. Reserve your seat today.