Milestone Educators

Milestone Educators provides retirement and financial education for people aged 50 and older, helping participants prepare for important decisions as they approach and enter retirement. The organization offers workshops and courses focused on Medicare, Social Security, taxes, and broader retirement planning. Its Medicare 101 program covers eligibility and enrollment, the differences among Medicare parts and plans, and ways to plan for long-term care costs that may not be covered by insurance.

The Social Security and Taxes course explores tax diversification and tax-advantaged planning, including how benefits may be taxed, strategies for coordinating Social Security with other income, and the potential effects of legislative changes on retirement plans. Milestone Educators presents its programs as educational events designed to give attendees information and tools for making informed decisions; they do not provide individualized advice or plan-specific benefits. The organization emphasizes expert guidance and a personalized approach to retirement education. It reports a decade of experience, more than 7,200 workshop attendees, and 102 hours of courses taught annually.