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TRUSTED ADVISORS

Medallion Financial Group has been helping families since 1987 with a holistic, ethical, and family-first approach to financial planning. Attendees will benefit from clear, actionable insights. The webinar is a chance to learn from seasoned professionals like Daniel and Mark, who combine deep expertise with a genuine commitment to helping people retire confidently.

KNOW YOUR BENEFITS

Claiming Social Security at the wrong time or without understanding spousal and taxation rules can cost retirees significantly. Medallion’s webinar will walk through strategies to optimize benefits, including how early or delayed claiming affects payouts, how spousal benefits work, and how to minimize taxes on Social Security income.

PREP FOR SURPRISES

Many retirees are shocked when they receive a notice that their Medicare premiums have increased due to IRMAA (Income-Related Monthly Adjustment Amount). This webinar will show attendees how their income affects Medicare costs—and how to proactively plan to reduce or avoid these surcharges. Understanding IRMAA can save thousands over retirement and prevent unexpected financial stress.

Navigating retirement income and healthcare costs can be overwhelming. This webinar breaks down two critical components—IRMAA and Social Security—into digestible insights to help you plan with confidence.

Meet The Hosts

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Daniel Searles, Certified Financial Planner ®

Daniel earned his degree in Business and Marketing from the University of South Carolina at Beaufort, where he played Catcher for the USCB SandSharks. Excited to be following in his father’s footsteps, Daniel is working hard to get fully credentialed. As soon as he achieved all his licenses, Daniel enrolled in the University of Georgia’s CFP program. In what little free time that affords, he enjoys playing baseball, fishing and hunting, and spending time with his wife, Suzy, and their newborn baby.

 

 

  

 

Mark Searles, Financial Advisor

Mark earned his bachelor's degrees in accounting and economics from Hood College where he played baseball. He is securities registered and working to become a CPA. In his spare time, he enjoys playing golf, watching the Orioles, and spending time with his newborn son.

 

 

 

Questions about getting started? Get in contact with us now!

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