Date & Time:

Wednesday, November 13, 2019 from 1:30 PM to 4:30 PM PST
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Location:

Mission Viejo City Hall Saddleback Room 
200 Civic Center
Mission Viejo, CA 92691
  
Driving Directions 

Walk-ins Please Bring A Business Card

 A no-charge event sponsored by:

Mission Viejo Logo

Funded (in part) through a Cooperative Agreement with the U.S. Small Business Administration

 

SBA/SCORE
5 Hutton Centre Drive, Ste 900
Santa Ana, CA 92707
www.score114.org

 

Social Security & Medicare Made Clear

This workshop is to help you understand and implement collecting strategy on social security. Social Security is one of most important income sources among many Americans today. If you are thinking about taking your social security soon, this workshop will prepare you the most to understand your options and opportunities.  The Medicare option will help you break down the various plans under Medicare clearing. 

1. How social security set up and works.
2. Learn about your own benefit as well as your spousal benefit. 
3. Implement how to collect strategy to ensure the maximum result in term of $$. 
4. Understand terms in Medicare and their plans. 
5. Implement what plan to fit you the best. 

Mandy Woo is the presenter for the social security portion.  She has been a SCORE volunteer since 2006. Mandy, herself is a business owner, certified financial planner and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Mandy was educated in US and China.  

Ecy O’Roake is the United Health Care agent and the presenter of the Medicare Made Clear Portion. She has been helping OC individuals and families in the past 15 years. 

(Registration/Check-in 1:00 to 1:30 PM)

 

 

Limited seating, save yours 

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SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin or disability