Class Schedule

Longmont Senior Center

910 Longs Peak Ave.
Longmont, CO 80501
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Wednesday, June 21st 6-8 PM
Thursday, June 22nd 6-8 PM

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Why Attend

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. Understanding Medicare is equally as important. During this class you will learn to compare the cost of private insurance against Medicare as well how to maximize your Social Security benefits.

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What You're Going To Learn

How cost-of-living adjustments (COLA's) impact benefits.

Ways to maximize Social Security benefits and how to minimize taxes on them.

Strategies to consider before deciding to apply for benefits.

When it makes sense to delay benefits- and when it does not.

How all of your assets fit together with Social Security.

What Medicare really covers and where are the gaps.

How to determine if you need additional insurance.

How Medicare works with long-term care needs.

Course Instructors

John GoodhueFiduciary Advisor

John practiced law in the areas of finance and securities and consulted with many companies going through the public offering process. As a result he learned how the ultra wealthy really invest their money which is opposite to what most people do today. John began a wealth management company where he helps retirees live a stress and anxiety free retirement by using the same rules the ultra wealthy use to grow and preserve their money.

Brian GrayFiduciary Advisor

As a part of an elite group of Advisors, clients and advisors turn to Brian for his in depth knowledge of retirement planning. Featured in Fortune, Money and Fox Business. Brian has a passion for educating and helping people setup solid plans for happy retirement.

Ray SteinFiduciary Advisor

After spending over 5 years educating others to trade stocks, options, futures and Foreign Exchange markets, Raymond enjoys making complex financial concepts easy to understand including how to utilize today's financial tools in retirement. Raymond graduated from the University of Colorado, earned his Finance degree and holds a Series 65 Investment Advisor Representative, Life and Health licenses.