Council on Aging Hosting Retirement Readiness Series

The Marion County Council on Aging is once again sponsoring a series of four classes entitled Retirement Readiness:  Money Matters. The information is geared to those who are newly or nearly retired.

All classes are free, but reservations are required.  Interested persons can register for any or all classes that are in interest.

Topics and dates are as follows:

  • June 26 – Did you know that there are several options for drawing your Social Security benefits?  Each option has advantages and disadvantages, depending on your own unique circumstances.  Representatives from the local Social Security Administration office will give important and timely information on the different strategies for drawing your Social Security, allowing you to maximize your monthly benefit.
  • July 24 – Do you need extra income and think a reverse mortgage might be right for you?  Learn all about the advantages and disadvantages of this complex program.  Presented by American Eagle Mortgage Company.
  • August 29 – Now that you are considering retirement, are your concerned that your retirement income may not meet all your financial needs?  Learn how to make the most of your retirement assets.  Presented by Lars Olsen, Financial Advisor with Merrill Lynch.
  • September 25 – Medicare is one of the most important and basic elements of your retirement planning.  Representatives from the Ohio Department of Insurance will give an overview of all the different parts of Medicare, and what they do and do not cover.

Again, all sessions are free, but do require a reservation.  Each will start at 1:30 pm at the Council on Aging office, located at 125 Executive Dr,  Suite 102.

Call 740-387-0401 for reservations and further details.

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