Join us for a Southington Community Workshop!

Presenters & Topic Split

• Mary Lynch – Social Security: benefits, timing, and coordination
• Chris Pisani – Medicare: enrollment, coverage options, and Part D changes

Topics Covered:

• How Social Security benefits are calculated and when to file (Mary)
  • Types of benefits available, eligibility requirements, planning tips
• Coordinating Social Security with Medicare for a smoother retirement transition (Mary + Chris)
• Medicare enrollment timelines (IEP/SEP/AEP) and how to avoid penalties (Chris)
• Understanding Medicare Part D—including today’s “donut hole” realities (Chris)
• Common myths about Social Security and Medicare—debunked (Mary + Chris)

Takeaways for Participants:

• Clear guidance on when to file Social Security options and how timing affects benefits
• A simple roadmap for Medicare enrollment to avoid costly mistakes and penalties
• Practical tips to compare Medicare coverage (Original vs. Advantage; drug coverage basics)
• Up-to-date understanding of prescription drug coverage changes and planning considerations
• A vetted list of trustworthy resources to continue learning after the session

Copy of Presentation Content for Participants
Two short outlines (one for Social Security, one for Medicare) along with slide handouts will be provided to participants.

About the Speakers:

• • Mary Lynch worked at the Social Security Administration (SSA) for 34 years, where she helped thousands of people with their Medicare, retirement, survivor, and disability benefits. Since retiring from SSA, Mary, a licensed insurance agent, dedicates her expertise to guiding individuals through the social security and Medicare process.
  • Chris Pisani has 20+ years in insurance; the last 5 focused exclusively on Medicare education. Chris is mission-driven to make Medicare simple and stress-free for seniors and families.

Learn with us! Register below to secure your space. There is no fee. This is not a sales program. This program is for education purposes. You will not be contacted without prior permission after partaking in the workshop.

Lite Refreshments will be served.