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Understanding Social Security and Medicare: Planning for What’s Next (Webinar Recording)

Social Security and Medicare are two key pillars of retirement planning — but navigating them can be complex.

In this educational webinar, we broke down the basics of each program, explained how and when to enroll, and explored strategies to maximize your benefits. Whether you’re approaching retirement or helping a loved one prepare, this session recording provides practical insights to help you make informed decisions and avoid common pitfalls.

To download a copy of the transcript, click here.

Have questions? Need help? Call the CAPTRUST at Work Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

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This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.