Keys to Optimizing Your Social Security & Medicare Benefits

Securities offered through PURSHE KAPLAN STERLING INVESTMENTS, Member FINRA / SIPC Headquartered at 18 Corporate Woods Blvd. Albany, NY, 12211. Purshe Kaplan Sterling Investments and Oaktree Advisors are not affliated companies.

This site is not connected with, affliated with or endorsed by the United States government or the Social Security Administration. 

Oaktree Advisors © 2017. All rights reserved.
  • The Basics of Medicare Parts A,B,C, & D
  • Understanding what Medicare does and does not cover
  • When and how to apply for Medicare and Social Security
  • Strategies to potentially maximize your Social Security benefits‚Äč
  • How to coordinate Social Security with other forms of retirement income



What You Will Learn:

About Oaktree Advisors

 The Workshop You Cannot Afford to Miss

Call Us: 610-882-5670

Learn how to...



Free Social Security & Medicare Planning Workshop



Register Now!


Oaktree Advisors is an independent, family-owned investment advisory firm. We provide wealth management, medicare planning, business advisory and trust services to individuals, families, professionals and business owners.





This is a "must attend" event!
Admission is FREE, Seating is Limited, RSVP Today!


Tuesday, January 15th

or Wednesday, January 23rd





(Upstairs Meeting Room)

5000 Wegmans Drive

Bethlehem, PA 18017




Light snacks and refreshments will be provided.