Social Security & Medicare Presentation at the South Carolina CPA Fall Fest – Finger Financial Five #153

“No one is useless in this world who lightens the burdens of another.” – Charles Dickens

Last week I was honored to speak at the South Carolina CPA Fall Festival event at the Columbia Convention Center. 

The topics were the lovely dynamic duo of:

  • Social Security
  • Managing Healthcare Expenses in Retirement

On Social Security, we discussed:

  • When couples should elect benefits.
  • When widows should elect benefits.
  • How to coordinate benefits with other retirement income. 

On Healthcare we discussed:

  • What are the three Medicare enrollment periods.
  • What Medicare does and does not cover.
  • How to plan for uncovered healthcare expenses.

I am very thankful to be asked to speak. People did thank me for what was discussed. They said I did a great job. Have to say, I had no idea how big the event would be. Felt good to give back. 

Below are some pictures:

On the lighter side, Elliott came home Tuesday afternoon! I had him beat in chess and toward the end be both missed he was in check and called it a draw. But I am sure I would have won. 😊

He continues to do well at the University of South Carolina. He got his class schedule next semester. He is taking English, Chemistry, Business Calculus, Calculus (as if one isn’t enough!), and Statistics.

Hope all is well with you and your family.

Have a wonderful Thanksgiving weekend!


Finger Financial Five – 5 points in 5 minutes or less – is intended to provide you with a weekly shot of useful financial information.  My intention is to share principles so that you will have more clarity, more peace, and make better financial decisions. 

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Riverbend Wealth Management are separate entities. This content is developed from sources believed to be providing accurate information and provided by Riverbend Wealth Management. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.


More Content from Riverbend

Get Your Free Download

Submit the form and a member of our team will email you a copy of the Retirement Ready Checklist. 


Retirement Ready Checklist

  • This field is for validation purposes and should be left unchanged.
Skip to content