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Social Security and Medicare Basics planning for Couples


Adult Learning / Financial -
Fall 2024 Adult

Start planning for income in retirement! This class will cover the basics of Social Security and Medicare and include:
•5 factors to consider when deciding to apply for benefits
•Innovative strategies for coordinating benefits with your spouse
•How to minimize taxes on Social Security Benefits
•How Medicare works with private insurance to provide comprehensive coverage
•Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

This class is intended to help married couples become informed about Social Security and Medicare. Price is per couple. 

Robert S. Davis

Robert Davis, CFP®, President
Financial Compass Corporation

Robert Davis is President of Financial Compass Corporation (FCC), a fee-only, Minnesota Registered
Investment Advisory firm.

He graduated from Mankato State University in 1985 with a Bachelor of Science degree in Business. Robert served in the U.S. Peace Corps in Santiago, Dominican Republic from 1986 – 1989 as a Small Enterprise Development volunteer. In 1996, he received his M.S. from Michigan State University.

In 1998, Robert began his financial planning career with an independent financial planning firm. In 2003, he received his Certified Financial Planner ™ designation. He has actively pursued his education ever since, participating in numerous professional study programs and completing numerous advanced courses in the financial advisory field.

Robert holds Series 7, 63, and 66 NASD investment licenses. He is a Certified Financial Planner practitioner, an active member of the Financial Planning Association (FPA).

Robert teaches classes in the areas of Social Security Planning, IRA Distribution Planning, Cyber Security, and for young professionals.

 October 2024 
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F24-2-10-01

  Robert S. Davis


Central Middle School : Room 405
Thursday, Oct 3
6:30 - 8:30 PM

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Min Age   55 yr.

$ 29.00
per couple (only select one person/primary contact during enrollment; you'll share your partner's name at checkout)