CLE on Advising Your Clients on Social Security and Medicare Elections
The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Advising Your Clients on Social Security and Medicare Elections, Friday, October 24, 2014, 1:00 p.m. – 2:00 p.m. Eastern, online and by phone. Here is why you should attend:
Comprehensive knowledge of Medicare and Social Security benefits is crucial to attending to the needs of clients facing retirement. Beginning at age 62, those who have paid into Social Security face the choice as to when to begin to receive Social Security retirement benefits. At age 65 most individuals qualify for Medicare and must decide whether to elect to receive it then or to defer.
Our expert faculty will demonstrate the variables that should be considered before applying for Social Security retirement benefits at age 62 or beyond, and strategies that their clients can employ when claiming Social Security retirement benefits including:
- how to maximize benefits in light of possibly competing personal and financial considerations
- how Medicare operates and what it will and will not pay for
- which option to select based upon the couple’s circumstances
- when and how to claim Medicare benefits