Community Workshop · Free Admission

Medicare & Social Security Coordination

Saturday, November 14, 2026

9:00 AM CT (90 Minutes)

Dallas Central Library - 1st Floor Auditorium · Dallas, TX

About This Educational Class

Understand how Medicare enrollment windows coordinate with Social Security benefits, preventing lifetime penalty surcharges and coverage gaps.

Key Topics Covered:

Medicare Parts A, B, C & D Breakdown

IRMAA Surcharges & Tax Bracket Management

Social Security Spousal and Survivor Benefits

Meet Your Instructor

Watch a short 60-second welcome from Robert Vance, CFP® explaining what you will learn.

Presenter: Robert Vance, CFP®Firm: Vance Wealth Educational Partners

Venue & Parking Directions

Venue: Dallas Central Library - 1st Floor Auditorium

Address: 1515 Young St, Dallas, TX 75201

Parking Notice: Underground library parking garage on Wood St.

Reserve Your Free Seat

No charge. Handouts, workbook, and light refreshments included. Space is limited to 30 attendees.

First Name *

Last Name *

Email Address *

Mobile Phone Number *

Number of Seats (Max 2) *

Retirement Stage *

Estimated Retirement Savings / Nest EggHelps our presenter tailor classroom discussions. Strictly confidential and never shared with advertising networks.

What are you most hoping to learn? (Select all that apply)

Social Security TimingReducing Retirement TaxesReliable Retirement IncomeRoth ConversionsMedicare & Healthcare PlanningProtecting Against Market VolatilityEstate & Legacy Planning

Special Notes or Specific Questions (Optional)

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Educational Disclosure: Smart Retirement School is educational, not an accredited school or university. Presenters are independent licensed financial professionals who may offer products or follow-up consultations. Attendance is 100% free with no sales pressure or obligation.