Complimentary In-Person Workshop

No IRMAA for Me!

Tues., July 22, 2025 6:00pm EST

Grove City Library, Grove City, OH

The Income-Related Monthly Adjustment Amount (IRMAA) is a Medicare surcharge for Part B and D. Many retirees unknowingly hit the IRMAA brackets and end up paying more for Medicare than they have to.

Join us on July 22 at 6:00pm for this informative workshop and learn from an IRMAA Certified Planner:

• How IRMAA works

• The IRMAA income limits

• Strategies for retirees to avoid IRMAA

• How to plan for IRMAA while you’re still working

• How to create lifetime tax-free income and more

We’ll take everyone’s questions and you’ll also have access to a complimentary IRMAA Stress Test, a guide to IRMAA and other resources.

Here’s to avoiding IRMAA in retirement, and keeping more of your hard earned money.

Register Now 👇

(Note: Seats are limited)

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“WOW! I haven’t seen any educational workshops about IRMAA & tax planning. Very thorough and I signed up for the complimentary IRMAA Stress Test too. Thanks so much.”

Do you want to be one of the

8 million+ people who will receive an IRMAA letter in 2025? Yeah, we didn't think so.

What Makes Tax Smart Retiree Workshops Unique?

Smart Research-Backed Insight

(vs. a sales pitch)

We strive to dispel retirement and tax myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.

Balanced Guidance from Smart Professionals

Our instructors are not only retirement subject matter experts (who have been teaching people like you all about retirement for many years), but also “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance, taxes, Social Security, Medicare & more. Retirement guidance should strike a balance between the extreme worlds of investments, insurance and taxes.

3

Complimentary IRMAA

Resource Kit

All attendees will receive a packet of resources that complement the workshop. You'll find a valuable IRMAA Workshop Guide, case studies, sample IRMAA stress test report and more.

4

Complimentary IRMAA

Stress Test

Take advantage of a complimentary and actionable IRMAA Stress Test. Uncover opportunities to improve your retirement outcome as much possible and avoid paying a Medicare surcharge. The assessment is free and comes with no strings attached.

About Your Instructor, Curt Scott

Curt Scott is a CERTIFIED FINANCIAL PLANNER® and IRMAA Certified Planner® with more than 20 years experience in the financial services industry. Curt is also a Tax Smart Retiree instructor and thoroughly enjoys educating people about IRMAA, taxes and retirement.

In 2011, he founded his own firm operating under a fiduciary standard because he wanted the freedom to do what was in his clients’ best interests. In the past, he had experienced a financial organization’s pressure to “follow the corporate agenda” to maximize stakeholders’ interests rather than clients’ interests.

Curt’s mission for Scott Financial Group is to help individuals bring all aspects of their financial life together—showing his clients a picture of how they can have a successful retirement while minimizing their exposure to unforeseen risks.

The firm works with clients throughout their retirement, helping them address a multitude of risks and issues spanning many years.

Curt also founded and is managing partner of Ohio Pension Advisors, a division of Scott Financial Group that specializes in working with members of the five pension plans run by the state of Ohio. Once these pension-plan members retire, they can continue the relationship with Scott Financial Group for a more comprehensive retirement planning process.

"74% of people voluntarily give up many retirement income benefits because they don't know all the facts."

(Source: SSA, 2019)

Directions to the Workshop

Location: Grove City Library

3959 Broadway Grove City, OH 43123

Questions?

Call us at 978.245.6049 or email us at [email protected]

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Not affiliated with the Social Security Administration, IRS or any other governmental agency.

Tax Smart Retiree provides marketing services only and does not offer Financial, Legal or Tax Advice. Retirement You Workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation. There is no cost or obligation required to attend the workshop. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Scott Financial Group, Home of Ohio Pension Advisors are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

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