Understanding Social Security and Medicare

Planning for retirement can feel overwhelming, but understanding Social Security and Medicare is a key part of preparing for the future. Join us for an educational seminar designed to help you navigate these important programs with confidence.  Whether you're nearing retirement or just starting to plan, this seminar will provide clear, practical information to help you make an informed decision.

Sam Lowe, Financial Advisor with Edward Jones, will cover the basics of Social Security, including when and how to file, how benefits are calculated, and strategies for maximizing what you receive.   Helee Adkins, owner of Adkins Consulting, will explain the essentials of Medicare, including enrollment timelines, what each part covers (A, B, C, and D), and how to avoid common mistakes and penalties. In addition, she will educate attendees on the differences between Supplement and Advantage plans.

Helee Adkins, a third-generation resident of Hendricks County, is a licensed broker and the founder of Adkins Consulting, where she combines her passion and expertise to help individuals navigate their health care options. Specializing in Medicare coverage, she is dedicated to educating clients and empowering them to make confident, informed decisions that fit their unique needs.

Sam Lowe is a seasoned financial advisor with over a decade of experience helping individuals and families navigate their financial futures. Whether it's college, life savings, or retirement, Sam works with each person to help them to reach their goals. Prior to entering the financial services industry, Sam served 21 years in the U.S. Army followed by 12 years as a police officer—demonstrating a lifelong commitment to service and leadership.