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Hybrid Program - Social Security and Medicare...Understanding the Benefits, PLUS Trust Us...The Basics

This hybrid program is offered online or in person at the beautiful Back Nine Tavern in Plantsville.   Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the venue.    3 CT State Insurance CEs have been approved.

 
For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site).  If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check.  Or use the registration options at the bottom of this page.
  

 
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Thursday, November 10, 2022
8:30 AM - 11:30 AM

Location

Online or In Person at:
Back 9 Tavern
150 Savage St,
Southington   CT   06479
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee

Guest Fee

Agenda

 


Lina Storm, CLU, ChFC, MBA
Advanced Sales Marketing Director
Mass Mutual Strategic Distributors

Nov 10 2022 8:30AM


Social Security and Medicare…Understanding the Benefits


This course introduces the basic concepts of Social Security and Medicare and will educate attendees on the terminology used by the Social Security Administration. We will discuss qualifications for retirement benefits and filing decisions for married couples, widows and widowers, divorced individuals and singles. The taxation of Social Security retirement benefits is also included, along with the Windfall Elimination Provision and Government Pension Offset, both of which can reduce total retirement benefits. Medicare Parts A – D are discussed, including coverages, deductibles, premiums, and out-of-pocket costs. This also explains the Medicare Donut Hole and Medigap policies offered by commercial insurance companies.



Lina Storm, CLU, ChFC, MBA
Advanced Sales Marketing Director
Mass Mutual Strategic Distributors

Nov 10 2022 10:30AM


Trust Us…..The Basics


This CE classroom presentation will focus on the definition of a Trust agreement and what parties are involved in setting it up. The course will also cover the differences between revocable and irrevocable trusts, why they are needed, and the uses and variations of each. In conclusion, an overview of some of the rules and potential obstacles as they pertain to Trust agreements will be discussed.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCT INs
Nov 10, 2022 Social Security and Medicare…Understanding the Benefits Lina Storm, CLU, ChFC, MBA 8:30 A 2.00
Trust Us…..The Basics Lina Storm, CLU, ChFC, MBA 10:30 A 1.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00