Event List
SCORE Workshop
Social Security and Medicare Made Clear
- Date: 09/06/2018 5:30 pm - 8:45 pm
- Location: Newport Beach Central Library, Friends Meeting Room
1000 Avocado Avenue
Newport Beach, California 92660
Social Security & Medicare Made Clear
This workshop is to help you understand and implement collecting strategy on social security. Social Security is one of most important income sources among many Americans today. If you are thinking about taking your social security soon, this workshop will prepare you the most to understand your options and opportunities. The Medicare option will help you break down the various plans under Medicare clearing.
1. How social security set up and works.
2. Learn about your own benefit as well as your spousal benefit.
3. Implement how to collect strategy to ensure the maximum result in term of $$.
4. Understand terms in Medicare and their plans.
5. Implement what plan to fit you the best.
Mandy Woo is the presenter for the social security portion. She has been a SCORE volunteer since 2006. Mandy, herself is a business owner, certified financial planner and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Mandy was educated in US and China.
(Registration/Check-in 5:30 to 6:00 PM)
This series of business workshops is generously funded by Friends of the Library.
Age Level: Adults
For more information or to register for this workshop please visit the SCORE website.