November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®. Karen and Tammy will discuss the retirement topics that cross the line. The line between your Federal benefit decisions and your financial planning, that is!

Is Medicare Part B necessary and if so, how do you present this information to your clients/students?

Social Security claiming strategies: Early or later?

Survivor benefit elections

Determining the need for life insurance at pre-retirement

Is LTC insurance for everyone? How does this coverage affect the family?

For questions or comments, email us in advance at [email protected]