Retire Smarter: Navigating Social Security, Taxes, & Medicare with Confidence
Course | Registration opens 8/3/2026 8:00 AM EDT
The first session of the Retire Smarter course will cover maximizing social security, including learning claiming strategies, timing, spousal/survivor benefits, taxation, and how social security coordinates with retirement assets and Medicare. Session two will go over retirement tax traps, understanding RMDs, IRA/401(k) taxation, social security taxes, Medicare surcharges, and strategies to help preserve retirement income. The third session is Medicare made simple, navigating Parts A, B, C & D, enrollment timelines, penalties, healthcare costs, and retirement healthcare planning with confidence.
Constance Craig-Mason
Dr. Constance Craig-Mason, MRFC®, NSSA®, CEO of Concierge Financial Advisory, is an award-winning Financial Planner, Social Security Advisor, and Investment Advisor. Recognized as an AAAA 50 Under 50 leader and 3x MDRT member, her literacy work is featured in Forbes, Yahoo Finance, Black Enterprise, and more for her commitment to financial empowerment and client success. Her motto is, “Live the life they want without worrying about money”.