Social Security & Medicare Strategies

If you have the opportunity to draw on Social Security or enroll in Medicare in the next 10 years, join us for a workshop designed to help you maximize your Social Security and Medicare benefits. Erin Scannell, CFP, CLU, ChFC, AAMS, CEO of Heritage Wealth Advisors—the #3 ranked team in Washinton State by Forbes—partners with benefits expert Laci Moyer, CFP, RHU, VP of Life & Benefits for PHE, to answer questions about top strategies for optimizing the benefits from both systems, as well as avoiding common mistakes.