By Mark Ziety, CFP®, AIF®, Senior Advisor, WisMed Financial
![Mark Ziety](https://wismedassure.org/wp-content/uploads/2021/07/mark-ziety.jpeg)
Join us for online educational sessions presented by WisMed Financial exclusively for Wisconsin Medical Society members. Session topics include retirement planning, social security and tax planning. Be sure to register – the replay and materials will be provided even if you miss the live event.
Social Security; $111,000 More
September 9 from 12:00-12:30 p.m.
- Ideal for anyone age 59 and over who has not filed for Social Security
- With more than 2,700 rules and 567 separate filing strategies, 96% of people fail to make the optimal claiming decision and miss out on $111,000 of benefits for the average household1
- Uncover various claiming strategies whether single, married, widowed or divorced
- Optimize Social Security timing
Medicare Open Enrollment
October 19 from 12:00-12:30 p.m.
- Ideal for anyone age 65 or older
- The A, B, C and D puzzle of Medicare
- Pros and cons of original Medicare versus Medicare Advantage
- Wisconsin Medicare supplements are unique compared to other states
- Tips when shopping for a policy
Year-end Tax Planning Workshop
November 18 from 12:00-12:30 p.m.
- Ideal for everyone
- This is a hands-on workshop, so bring your 2021 tax return
- Review key tax numbers
- Adjust your taxable income and deductions for 2022, 2023 and beyond
6 Keys to Retirement Success
January 20 from 12:00-12:45 p.m.
- Ideal for anyone approaching or in retirement
- Social Security benefits
- Bridging the health insurance gap between early retirement and Medicare
- Generating income from investments
- Identifying a long-term care plan with or without insurance
- Estate plan considerations
- Optimizing the retirement tax bracket drop and rebound
To register, click here.
For personalized help eliminating debt, investing smart and securing retirement, please contact Mark Ziety, CFP®, AIF® 608.442.3750.
1. The retirement solution hiding in plain sight. InvestmentNews. (2020, June 12). Retrieved August 4, 2022, from https://www.investmentnews.com/whitepapers/the-retirement-solution-hiding-in-plain-sight