Navigating Social Security & Medicare – Part 1 of the Financial Planning Series

This educational activity is provided for informational purposes only and does not offer CME credit.

Thursday, Aug. 28, 2025

12 – 1 p.m. ET

Members: FREE

Nonmembers: $75

Registration required.

Program description:

Planning for retirement? Whether it's just around the corner or still a few years away, understanding Social Security and Medicare is essential to maximizing your benefits and protecting your future.  Join our expert consultants from Shepherd Financial and Shepherd Insurance for an insightful and easy-to-follow session.

Objectives:

At the end of this live webinar, attendees will be able to:

Social Security Essentials

• Discuss how your benefit is calculated and how much you could receive.
• Determine the best time to begin taking benefits — and why timing matters.
• Realize how working and taxes impact your Social Security income.
• Implement tips to help you make the most of your benefit.

Medicare Made Simple

• Comprehend Medicare Parts A, B, C, and D.
• Interpret what Medigap plans are and how to evaluate them.
• Summarize the key enrollment dates and potential penalties.
• Recognize how to choose coverage that fits your unique needs and budget.

Speaker:

Mandi Baker
Partner, Director of Shepherd Insurance

About the speaker:

Mandi Baker is the Director of Medicare Insurance at Shepherd Insurance. She is responsible for overseeing the team of licensed agents as they assist clients with their Medicare insurance needs. Mandi holds the prestigious Certified Medicare Insurance Planner designation. She has over 20 years of insurance experience and a passion for working in the senior market. She is a member of the VFW Auxiliary and has a fondness for working with veterans both personally and professionally.

Speaker:

Tom Mayer
Founding Partner, Chief Executive Officer of Shepherd Financial

About our speaker:
Tom Mayer is the Chief Executive Officer of Shepherd Financial, where he leads a team dedicated to helping individuals make informed, confident financial decisions — especially as they prepare for and transition into retirement. With over 20 years of experience in financial services, Tom has worked closely with hundreds of individuals and families to develop clear, personalized strategies around retirement income, investment management, Social Security, and Medicare planning.

Tom brings a calm, practical approach to what can often feel like overwhelming financial topics. He is passionate about helping people understand their options, avoid costly mistakes, and build a retirement plan that supports both their goals and their peace of mind. As a trusted advisor and frequent speaker on retirement planning, Tom is known for making complex topics approachable and actionable — whether it’s deciding when to claim Social Security, coordinating benefits with a spouse, or choosing the right Medicare coverage.

REGISTRATION DEADLINE: Aug. 28, 2025, at 11:30 a.m. ET