Workshops | Hummel Group

Workshops

2020 Schedule

January 24, 2020 - Social Security

MANAGING YOUR SOCIAL SECURITY BENEFITS

Covering the following topics:

  1. Social Security Basics
  2. Income Benefits
  3. When to start benefits
  4. Working in retirement
  5. Tax implications
  6. Spousal and survivor benefits
  7. Medicare

WHERE:
Der Dutchman Walnut Creek
4967 Walnut St, Walnut Creek, OH 44687

TIME:
7:30 AM - Breakfast Buffet
8:00 AM - Workshop Begins
9:00 AM - Q & A Time

 

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May 1, 2020 - Charitable Giving

SMART STRATEGIES FOR GIVING TO YOUR FAVORITE CHARITY

Don’t just write a check…

  1. Learn strategies that maximize the financial benefit for your donations
    • Both one time and recurring gift
  2. Get updated on current tax rules, even if you are retired
  3. Support your favorite charities
  4. Keep reporting simple
  5. Grow your donation for the future

WHERE:
Carlisle Inn at Walnut Creek
4949 Walnut St, Walnut Creek, OH 44687

​TIME:
7:30 AM - Breakfast Buffet
8:00 AM - Workshop Begins
9:00 AM - Q & A Time

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September 25, 2020 - Medicare

COVERAGE DIFFERENCES BETWEEN MEDICARE SUPPLEMENT AND ADVANTAGE PLANS

Be informed, choose the best options for you:

  1. Medicare Part A (Hospital)
  2. Medicare Part B (Doctors)
  3. Deductibles
  4. Prescriptions
  5. Coverage Gaps
  6. Skilled Nursing Care

WHERE:
Carlisle Inn at Walnut Creek
4949 Walnut St, Walnut Creek, OH 44687

​TIME:
7:30 AM - Breakfast Buffet
8:00 AM - Workshop Begins
9:00 AM - Q & A Time

RSVP Here