Retirement Readiness - Session #3 : Medicare & Social Security Benefit Strategies

Understanding your Medicare and Social Security benefits is one of the most important steps in planning for a secure retirement. This session brings together expert guest speakers Jody Perez, PA MEDI/PACE and Sara Thomas, Sr. Director of TIAA Wealth Management to walk you through Medicare and Social Security, share strategies to maximize your benefits, and answer your most pressing questions. Don't leave money or coverage on the table — join us and get the guidance you need. In Session #3, our subject matter experts will cover: Medicare basics — an overview of Medicare Parts A, B, C, and D, what each covers, and how they work togetherSocial Security fundamentals — how benefits are calculated, who qualifies, and what to expectMaximizing your benefits — strategies to get the most from both Medicare and Social SecurityEnrollment timing — when to sign up, key deadlines, and how timing affects your benefit amountExpert Q&A — live answers to your most pressing retirement questions from Jody Perez (PA MEDI/PACE) and Sara Thomas (Sr. Director, TIAA Wealth Management Download your Passport to Retirement to keep track of your progress and take notes! Register online for the webinar