Life Stage Planning

Transitions Benefit Group partners with GVEC to support employees, their family members, and retirees in navigating Social Security and Medicare eligibility. These topics require education, expert consultation, and in-depth planning to ensure a smooth transition into retirement.

How Can Life Stage Planning Help You?

  • Understanding Medicare enrollment and coverage options
  • Avoiding penalties, fees, or gaps in coverage
  • Planning for Social Security benefits and optimizing payouts
  • Helping spouses and family members with retirement preparation
  • Providing one-on-one consultations with a dedicated advisor

Who Is Eligible?

This resource is available to all GVEC employees, their spouses, and immediate family members. Whether you are nearing retirement or assisting a loved one, Transitions Benefit Group offers guidance at every stage.

How to Get Started

  1. Attend a Webinar: Gain valuable insights into Medicare, Social Security, and retirement planning.
  2. Schedule a Private Consultation: Meet with a dedicated advisor to create a personalized retirement plan based on your financial goals.

Contact Information

  • Phone: 800-936-1405