Social Security Informed Webinar
Join us for an exclusive, live webinar where we cut through the confusion and provide clear, actionable strategies to help you maximize your lifetime benefits and make informed healthcare decisions.
Details
Date: Thursday, January 29th
Time: 5-6pm MT
Location: Zoom
RSVP: Register for the webinar here: https://us06web.zoom.us/webinar/register/WN_2dbMbsDkQeKYNVh6ds2r8A
What You Will Learn
This session is designed to answer your most critical retirement income and healthcare questions. We will cover essential topics, including:
- When to Claim: Discover the financial impact of claiming benefits early, at full retirement age, or delaying until age 70. Learn how to determine the optimal start date for your unique financial situation.
- Maximizing Benefits: Explore strategies for couples, divorced individuals, and surviving spouses to significantly increase their collective lifetime payout. We'll uncover filing tactics that most people overlook.
- Disability Benefits: Understand the criteria for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI). Learn the application process and what you need to know if you cannot work.
- Medicare Enrollment: Get a clear overview of Medicare Parts A, B, C, and D. We’ll cover critical enrollment deadlines, penalty avoidance, and how to coordinate Medicare with your retirement benefits.
Meet Your Speaker: Dan Hurley
Daniel spent the first 20 years of his career working in the financial services/asset management industry. During this time, his passion for the investment markets combined with a unique ability to personally connect & build business relationships was consistently recognized and rewarded.
After spending the first 6 years working from company headquarters in Boston MA, Daniel was promoted to an external sales role with Evergreen Investments in 2007 and relocated his family to Houston, TX. Following the financial crisis of 2008, Evergreen was sold to Wells Fargo where Daniel retained his position at the new company and continued to excel in his role. In 2008, Daniel would also meet his current business partner (Elaine Simmons) for the very first time. That introduction sparked the beginning of a close friendship, meaningful partnership, and intense mentorship that has continued for the past 16 years.
In June 2021, Daniel submitted his resignation and joined Elaine Simmons as a full partner at Social Security Informed. As joint partners, Elaine and Daniel share a genuine passion in empowering beneficiaries to take ownership of their Social Security benefit decision and ultimately assisting individuals on their personal journey to making an “INFORMED decision!”
