You’re invited to free workshops on Social Security, Medicare and estate-planning strategy:
Social Security Basics and Medicare Q&A Workshop
June 12, 2025
Estate-Planning Strategy Essentials Workshop
September 11, 2025
Contact Us:
Jane Gecolea
Social Security Basics and Medicare Q&A Workshop June 12, 2025
Registration opens at 5:30 p.m.
Presentation begins at 6:00 p.m.
RSVP by June 9, 2025
Adventist Health Simi Valley – Main Café Conference Room
2975 Sycamore Dr., Simi Valley, CA 93065
Free Visitor Parking / $5 Valet Parking Available
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.
Estate-Planning Strategy Essentials Workshop Sept 11, 2025
Registration opens at 5:30 p.m.
Presentation begins at 6:00 p.m.
RSVP by September 8, 2025
Adventist Health Simi Valley – Main Café Conference Room
2975 Sycamore Dr., Simi Valley, CA 93065
Free Visitor Parking / $5 Valet Parking Available
Concerned about your estate and maximizing your impact? This workshop explores how having an estate strategy can make things easier for your family. You will learn what documents you need to ensure your wishes are fully known and implemented.
Key Topics:
- Assets
- Beneficiaries
- Wills, trusts and other tools
- Your choices
Event will be facilitated by Ben Hale, CLF, CLTC, FIC, financial consultant with Thrivent Financial Group (CA Insurance ID 0D41930).