Events

Planning Your Future

Social Security Basics and Medicare Q&A Workshop

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This event has passed.

Questions about maximizing your Social Security benefits? This seminar will benefit anyone who is close to retirement, is already retired, or is a trustee caring for a retired family member. Your questions about Social Security will be thoroughly answered during this informative and interactive seminar!

Event details

The event will be facilitated by Ben Hale, CLF, CLTC, FIC, a financial consultant with Thrivent Financial Group (CA Insurance ID 0D41930). Joining Ben will be Catarina Haydt, Regional Vice President for BrightStar Insurance Services.

Free Visitor Parking / $5 Valet Parking Available

Key topics

  • Timing of benefits
  • Implications for family
  • Future employment and income
  • Timing taxes
  • Medicare Q&A

Contact us

Please reach out to Jane Gecolea, Associate Philanthropy Officer, by emailing GecoleJR01@ah.org or calling 805-955-6670.

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Workshop Presenter

Meet Ben Hale, financial consultant with Thrivent Financial Group

Ben Hale has provided personalized financial guidance in the Simi Valley area for years. “Thrivent is a financial services organization with a hundred-year history, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given,” says Hale. Ben is a member of the Board of Directors of the Adventist Health Simi Valley Foundation.