Understanding your Medicare and Social Security benefits is one of the most important steps in planning for a secure retirement. This session brings together expert guest speakers Jody Perez, PA MEDI/PACE and Sara Thomas, Sr. Director of TIAA Wealth Management to walk you through Medicare and Social Security, share strategies to maximize your benefits, and answer your most pressing questions. Don't leave money or coverage on the table — join us and get the guidance you need.

 

In Session #3, our subject matter experts will cover:

  • Medicare basics — an overview of Medicare Parts A, B, C, and D, what each covers, and 
    how they work together
  • Social Security fundamentals — how benefits are calculated, who qualifies, and what to 
    expect
  • Maximizing your benefits — strategies to get the most from both Medicare and Social 
    Security
  • Enrollment timing — when to sign up, key deadlines, and how timing affects your benefit 
    amount
  • Expert Q&A — live answers to your most pressing retirement questions from Jody Perez 
    (PA MEDI/PACE) and Sara Thomas (Sr. Director, TIAA Wealth Management

 

Download your Passport to Retirement to keep track of your progress and take notes!

Register online for the webinar

Event Details

Please let us know if you require an accommodation in order to participate in this event. Accommodations may include live captioning, ASL interpreters, and/or captioned media and accessible documents from recorded events. At least 5 days in advance is recommended.

University of Pittsburgh Powered by the Localist Community Event Platform © All rights reserved