Medicare Made Simple: Your Choices at 65
Dates coming soon- When to enroll and how to avoid penalties
- Original Medicare vs. Medicare Advantage
- How income affects your premiums
Free events
Free retirement, Medicare & Social Security webinars and seminars
Plain-English sessions with Mary Garza for Belton and Central Texas, online or in person. Pick a date, request a seat, and bring your questions.
Social Security Timing: When to Claim and How It’s Taxed
Dates coming soon- Claiming at 62, 67 or 70
- Spousal and survivor benefits
- How benefits are taxed
Taxes in Retirement: Keep More of What You’ve Saved
Dates coming soon- How each income source is taxed
- The order to draw from your accounts
- Planning for RMDs
Roth Conversions: Is Now the Right Time?
Dates coming soon- How conversions are taxed
- When converting makes sense
- Effects on RMDs and Medicare
Estate Planning Essentials: Protect Your Family and Your Legacy
Dates coming soon- Wills, trusts and powers of attorney
- Beneficiary designations
- Final arrangements and wishes
Upcoming events
Find a date that suits you.
Webinars are online (Google Meet). Seminars are in person. Both are free. Request a seat and Mary will email you to confirm.
No dates are scheduled right now. Pick a topic below and we will email you as soon as the next webinar or seminar is set.
Why attend
Big decisions, explained before you make them.
Medicare, Social Security, retirement income and estate decisions affect your taxes and your family for years. In each session, Mary walks through the options, the deadlines and the common mistakes, then answers questions.
Who they’re for: anyone turning 65 in the next few years, recently retired, or helping a parent through these decisions.
Your local host
Meet Mary Garza
Mary GarzaPlatinum Tax Advisory · Fiduciary Advisor
“I love meeting and helping people make confident decisions about their retirement.”
Mary keeps current with regulations, taxation and the economy to give clients useful information that helps them reduce taxes and get the most from Medicare and Social Security.
Common questions
Webinar & Seminar FAQ
Is it really free?
Yes. There’s no cost to attend and nothing to buy.
How do I join?
After you register, we’ll email you a link. You can join from a computer, tablet or phone, and we’ll send a reminder before we start.
Will there be a recording?
[Confirm: we’ll email the recording to everyone who registers.]
Can I ask about my own situation?
We’ll take general questions live. For advice specific to you, book a one-on-one consultation with Mary.