 Confused About Retirement, Social Security, or Medicare? Let’s Simplify It.
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Join our free educational workshop and gain clarity on the decisions that can impact your income, healthcare, and financial future.
No cost to attend. Â No obligation. Â Educational only.
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June 8th or June 9thÂ
 5:30PM EST
2015 Boundary Street, Suite 223
Beaufort, SC 29902Â 3rd floor
Reserve Your Seat
Takes less than 30 seconds to register.
Here’s what we’ll cover during the workshop:
How to create a retirement income strategy that supports your long-term needs
Key considerations for protecting a spouse’s financial security
What to know about potential healthcare and long-term care costs
How Social Security timing may impact your overall retirement plan
Understanding Medicare basics and how it fits into your decisions
This workshop may be helpful if:
You’re unsure when to begin Social Security and want to make an informed decision
Medicare feels confusing and you’d like a clearer understanding of your options
You want to better understand how income, taxes, and healthcare decisions work together
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You prefer to organize your choices and leave with a clearer sense of direction
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You’ll Leave With a Helpful Resource
Every attendee will receive a Simply Stated workbook designed to help organize key information and guide your next steps after the workshop.
Meet Your Presenter
PRISCILLA JOHNSON
Priscilla Johnson is the co-founder of Simply Stated Retirement Solutions and creator of the Simply Stated Workbook Series.
With more than 16 years of experience in insurance and Medicare education, she has helped individuals and couples better understand their options and navigate retirement-related decisions in a clear, straightforward way.
Seating is limited for each session
We keep group sizes small to allow for a comfortable learning environment.
Frequently Asked Questions
Q: Is this a sales presentation?
Q: Is there any cost to attend?
Q: Can I bring a guest?
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Insurance products are offered through the insurance business Simply Stated Retirement Solutions. Simply Stated Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Simply Stated Retirement Solutions are not subject to investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Simply Stated Retirement is not affiliated with or endorsed by the U.S. Government or any governmental agency.
