Webinar

Retirement Planning Series: Navigating Social Security and Medicare with Kirk Barrett

November 18, 2026
Zoom Webinar
12:00 PM CST

Event details

Claim now or wait? Is Medicare enough?

Kirk Barrett breaks down the claiming strategies that raise your lifetime benefit and what Parts A, B, C, and D actually cover.

Part two of two. Part one, taxes in retirement, runs on October 21.

What you will take home

Time your Social Security claim

Claiming the day you retire is rarely the strongest move. You will learn how delaying can raise your benefit and how spousal timing factors into the math for a married household.

Read the Medicare fine print

Parts A, B, C, and D cover different things, and the gaps between them can be expensive. You will understand what Medicare leaves on the table and how to plan for out-of-pocket costs.

Connect the three together

Taxes, benefits, and healthcare do not live in separate boxes. You will see how a decision in one area moves the others, so you can plan for your retirement income as one picture.

Presenters

Kirk Barrett, CFP®, EA

Kirk Barrett, CFP®, EA

VP wealth advisor and webinar host

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Registration