Social Security and Medicare in 2026
Session details
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- 2026-03-06T20:10:24.743Z
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- title
- Social Security and Medicare in 2026
- code
- 26CPhoenix-Wed-A1
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- description
- Social Security and Medicare represent two of the most critical components of retirement security, yet their complex rules and recent legislative changes present significant planning challenges. This essential course, led by Steven Siegel, JD, LLM, provides a deep dive into the 2025 landscape of these vital programs.Participants will gain a masterful understanding of Social Security, from calculating benefits and navigating the pivotal "when to claim" decision to analyzing the impacts of the new OBBBA senior deduction and the historic repeal of the Windfall Elimination Provision (WEP). The course then demystifies the intricacies of Medicare, including the cost structures of Parts A, B, C, and D, the often-overlooked IRMAA surcharges, and the critical differences between Medicare Advantage and Medigap plans. Armed with this knowledge, practitioners will be equipped to guide clients through maximizing lifetime benefits, avoiding costly penalties, and integrating these government benefits into a holistic and secure retirement income plan.
- start
- 2026-11-18T14:30:00.000Z
- end
- 2026-11-18T16:10:00.000Z
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Registrations
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