The Labor Community & The AFL-CIO

in partnership with the

Legacy Benefit Advisors

The Labor Community and the AFL-CIO have partnered with Legacy Benefit Advisors of RI (LBA) who will be providing free retirement planning workshops for all members.

LBA will help you:

- Select the best Medicare plan

- Decide your Social Security strategy

- Consolidate your "nest egg" and provide investment growth without risk

- Generate a steady, lasting income stream

- Provide a safety net for loved ones

There are in-person workshops and virtual workshops available via Zoom.

Please click on a time below to register!

In-Person Workshops

In-person workshops will be held at:

RI Institute For Labor Studies and Research

1540 Pontiac Ave, Cranston, RI

Virtual Workshops

UNDERSTANDING MEDICARE

- Traditional Medicare, Medicare Supplements and Medicare Advantage Plans

- Open Enrollment & “Underwriting” restrictions

- Prescription drug “Donut Hole”

- Part A, B, C, D vs. Plan A, B, C, D, F, G, K, L, M, N

- Why your health, lifestyle, and budget matter

- Why your resident state matters

SOCIAL SECURITY OPTIONS

- Eligibility requirements & how your benefits are calculated

- Benefit differences between ages 62 and 70

- “Full Retirement Age” and why it matters

- Collecting Spouse’s or Ex-Spouse's Benefits

- Collecting while still working

RETIREMENT PLANNING

- Maximize your pension benefit

- Ensure lifetime income

- Grow savings without market risk

- Protecting savings and assets from long-term care needs

- Securing assets and benefits for surviving loved ones

LBA works directly with the Labor Community, coaching members who are thinking about retirement and wondering where to start, as well as those who may be semi- or fully-retired and need help with the retirement process and are looking for peace of mind.

LBA consultants are members of OPEIU Local 25

Robert Dumais, Principal

Legacy Benefit Advisors

401-868-1400

RDumais@LBAri.com

www.LBAri.com