Social Security & Medicare Workshop

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Social Security & Medicare Workshop

Grandmother baking with grandchild.

educational & informative

Learn about applying for
Social Security & Medicare

 

 

 

RBT is pleased to bring you a workshop that will help you develop a deeper understanding of Social Security & Medicare. During this free event, we'll discuss:

  • choosing the right time to file
  • receiving benefits while working
  • provisional income and tax implications
  • options for spouses and ex-spouses

Space is limited, so fill out the form below to reserve your spot.

(Time & Date TBD)
Rollstone Bank & Trust
780 Main Street, Fitchburg

Refreshments will be provided.

Securities and advisory services are offered through LPL Financial Services (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rollstone Bank & Trust and Rollstone Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Rollstone Investment Services, and may also be employees of Rollstone Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rollstone Bank & Trust or Rollstone Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Lincoln Financial Distributors, Rollstone Investment Services, and LPL Financial are separate entities.

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