Educational Workshops

Understanding Medicare and Social Security is like learning a new language. It may seem complex at first but over time it becomes second nature.

Educational workshops are a great way to gain a high-level understanding of both Medicare and Social Security and to help prepare for a more individualized consultation when a person is ready to take the next step.

Who can benefit from hosting a workshop?

  • Human Resource Managers / Business Owners
  • Leaders of Civic Organizations
  • Union Organizations
  • Elder Law and Estate Planning Attorneys
  • CPAs
  • Financial Advisors

Since 2012 we have hosted hundreds of workshops for various employer groups and financial advisors. Your attendees will thank you!

They will learn the following:

  • A short history of Social Security
  • How their Social Security benefit is calculated
  • The implication of collecting Social Security while working
  • How to maximize your Social Security benefit
  • Medicare enrollment periods
  • Avoiding Medicare late enrollment penalties
  • Navigating the Part D prescription drug donut hole
  • Deciding between MediGap and Medicare Advantage plans


Scheduling a workshop is simple and free. Workshops are offered live (depending upon availability) or online via webinar format.

Complete the form below and we will contact you regarding the details.

Schedule a Workshop

Fill the form out below to scheduling a webinar.

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Attend a Workshop Webinar

Click the link below to view available webinar times.