Our webinar, sponsored by our Patina Solutions 401(k) Advisors Kyle Leipold and Jonas Edstrom at RBC Wealth Management, features guest speaker Ryan Bostwick of Transamerica. As one of Transamerica’s top mutual fund wholesalers, Ryan works closely with financial advisors. He takes pride in helping advisors deepen their relationships with clients while providing expertise on Social Security, Medicare, and financial planning. A frequent speaker at financial-planning symposiums, employee groups, tax-preparation firms, and law firms, Ryan is CE-certified and holds CIMA® and CRPC® certifications.
What to expect to learn from this webinar:
- How social security benefits are determined
- How to decide when to collect social security
- How social security survivors’ benefits work
- Understand basics of Medicare
- Determine next steps for you & Medicare