Planning Ahead for Medicare and Social Security with Robert (Bob) M. Petty, PhD

Posted: Thursday, December 27, 2018

January 5, 2019 - Correct program start time is 6:00 p.m.

December 27, 2018
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 /

Planning Ahead for Medicare and Social Security with Robert (Bob) M. Petty, PhD

Correct Program Time: 6:00 - 7:30 p.m.
On Wednesday, January 16, 2019, Robert M. Petty, Ph.D., will present a comprehensive workshop about the in’s and out’s of Medicare and Social Security for those who are planning to retire in the near future. He will cover: Who is eligible and at what age? What are the processes for enrolling in Medicare and Social Security? Must I enroll in both at the same time? And when? Are the benefits the same no matter when I enroll? Are there penalties if I do not enroll “on time”? How should continued employment affect my decisions?

Future Financial Awareness Workshops in January 2019:
Tax Reform for Individuals and Trusts with Carol Kolb, CPA, MST, Director, Hayashi Wayland, Wednesday January 30, 2019, 6:30 – 7:30 pm, Monterey Public Library Community Room.

This event is part of The Next Chapter: Designing Your Ideal Life lecture series sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee. Adults are invited to attend. Admission is free, and reservations are required. Call (831) 646-5632 or email The Monterey Public Library is located at 625 Pacific Street, Monterey.

Robert (Bob) M. Petty, Ph.D.: With twenty years of experience advising individuals and providing community education about Medicare and long-term care planning, Bob is known for his knowledge and service helping seniors and their families. He has given over 300 workshops, seminars, and classes throughout Monterey County.

Bob informs and assists emerging seniors in their 60s with decisions regarding Medicare and Social Security through various “Boomer Education” presentations. He also helps those already past 65 review their current benefits or understand changes to their coverage.
In March 2013, Bob was appointed by Governor Jerry Brown to a position on the California Commission on Aging. In addition, Bob served on the Advisory Council for the Monterey County Area Agency on Aging for over twelve years and represented this district in the Assembly of the California Senior Legislature. In 2005, he was a California delegate to the White House Conference on Aging.

Photos of Bob Petty enclosed.


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