SCHULTZ RETIREMENT SOLUTIONS
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Events

Social Security & Medicare  Workshop:
Tuesday, August 5th / @ Warren Country Inn
​
SS - 9:30 am / MED - 10:30 am

Planning for retirement can raise a lot of questions — especially around Social Security and Medicare. This no-cost, educational workshop is designed to help you better understand how these two programs work and how they may fit into your retirement plans.
We’ll cover topics like:
  • How Social Security timing affects your benefits
  • Common filing mistakes to avoid
  • Understanding Medicare Parts A, B, C, and D
  • How Medicare coordinates with your existing coverage
  • Answers to frequently asked questions
You'll have the chance to ask questions during the workshop, and we’ll cover key topics that many people approaching retirement often find confusing.
​
The session is hosted by the Schultz Retirement team and is designed to provide clear, easy-to-understand information about Social Security and Medicare — with a focus on helping attendees feel more informed and confident about their options.
☕ Coffee and pastries provided.
​​​*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
Picture

​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not affiliated with Medicare or any other government agency.  Currently we represent 12 organizations which offer over 30 products in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. ​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Social Security & Medicare  Workshop:
TBD / @ Warren Country Inn
​SS - 9:30 am / MED - 10:30 am

Planning for retirement can raise a lot of questions — especially around Social Security and Medicare. This no-cost, educational workshop is designed to help you better understand how these two programs work and how they may fit into your retirement plans.
We’ll cover topics like:
  • How Social Security timing affects your benefits
  • Common filing mistakes to avoid
  • Understanding Medicare Parts A, B, C, and D
  • How Medicare coordinates with your existing coverage
  • Answers to frequently asked questions
You'll have the chance to ask questions during the workshop, and we’ll cover key topics that many people approaching retirement often find confusing.
​
The session is hosted by the Schultz Retirement team and is designed to provide clear, easy-to-understand information about Social Security and Medicare — with a focus on helping attendees feel more informed and confident about their options.
☕ Coffee and pastries provided.
​​​*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
Picture

​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not affiliated with Medicare or any other government agency.  Currently we represent 12 organizations which offer over 30 products in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. ​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Picture
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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
​17166 - 2017/11/27
  • Home
  • About
  • Services
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