Course will provide a thorough overview of “how” to retire without surprises from Social Security, Medicare, MaineCare, and senior health insurance system. You will learn: important SSA forms and timelines; the “parts” of Medicare; how and when to apply; plans and general benefits. Alan Minthorn, Owner of Maine Senior Insurance, LLC, is a licensed and certified senior health insurance products broker. He has held licensure since 1991, currently in ME, NH, and FL. He represents many carriers in those states.

Course will provide a thorough overview of “how” to retire without surprises from Social Security, Medicare, MaineCare, and senior health insurance system. You will learn: important SSA forms and timelines; the “parts” of Medicare; how and when to apply; plans and general benefits. Alan Minthorn, Owner of Maine Senior Insurance, LLC, is a licensed and certified senior health insurance products broker. He has held licensure since 1991, currently in ME, NH, and FL. He represents many carriers in those states.

This class reviews the scoring models. How credit works. How the scores are calculated and steps on monitoring and correcting your credit. Our credit score is a major determining factor in many loan or credit extending processes. We will also review basic loan types and how to calculate debt.

A 35-minute educational program that addresses what steps clients should take to prepare for health care costs to help ensure their retirement savings stay healthy.

During the program, we’ll discuss how to spot certain red flags that may indicate a fraudulent encounter, resources individuals can turn to in the event they or loved ones are targeted, and steps attendees can take to help protect themselves and loved ones.

This presentation illustrates how you can translate your vision for retirement into tangible goals. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track. Social Security will likely be the foundation of your retirement income. Before you retire, it’s important to understand your options regarding Social Security and the impact your decision have on your retirement. Discusses how Social Security fits into your retirement income plan, when you should start taking benefits, and tax considerations.

Designed to inform first time home buyers of the critical steps in purchasing a home.