Summit Financial Group invites you to attend the third installment of our Women and Money series:

Through the Maze: Understanding Social Security and Medicare

Social Security and Medicare can seem like a maze, with a multitude of terms, options and strategies that can be confusing. Women face a unique set of challenges that can make that maze even more daunting. Whether you plan to retire soon or are just beginning to think about it, this course will help you find your way. During this interactive workshop we will cover:

• What you need to know before you retire
• How to define your Social Security strategy, including the benefits of claiming early vs. late
• How to think ahead about Medicare
• Special circumstances that impact women

Join us for this live Zoom webinar on Thursday, May 6th at 4:00 p.m. PST. Our hope is for this to be a community event where people feel welcome to ask questions in an informal environment. Please forward this invitation to those who would benefit. There is no cost or obligation for this event.

Host: Financial Advisor Jeneen Slack, CFP®, CDFA®

Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate, and divorce matters. Jeneen is motivated by making a difference in her clients’ lives and enjoys cultivating long-term, meaningful relationships.

Meeting Details:

Register Here! 

After registering, you will receive a confirmation email containing information about joining the meeting. We hope to see you!

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Jeneen Slack is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. TR# 3515439 DOFU 04/2021