Planning Your Future: Social Security Basics and Medicare Q&A Workshop

You’re invited to free workshops on Social Security, Medicare and estate-planning strategy.

Visit Event Page to Reserve Your Spot 

Workshop #1 – Planning Your Future: Social Security Basics and Medicare Q&A | June 12, 2025

Registration opens at 5:30 p.m. 
Presentation begins at 6:00 p.m. 

Free Visitor Parking / $5 Valet Parking Available

Reserve your spot by June 9, 2025  

Questions about maximizing your Social Security benefits? Your questions about Social Security will be thoroughly answered during this informative and interactive seminar!  

Key topics:  

• Timing of benefits  

• Implications for family 

• Future employment and income  

• Timing taxes 

• Medicare Q&A 

This seminar will benefit anyone who is close to retirement, is already retired or is a trustee caring for a retired family member.

Event will be facilitated by Ben Hale, CLF, CLTC, FIC, financial consultant with Thrivent Financial Group (CA Insurance ID 0D41930). 

Featuring Dale Johnsen, Medicare specialist from Apple Insurance Solutions.  

Workshop #2 – Planning Your Future: Estate-Planning Strategy Essentials Workshop | September 11, 2025

Reserve your spot by September 8, 2025