Get the Medicare Facts

  • Learn How Medicare Works and What to Expect from Each Plan Option
  • Learn About Original Medicare
  • Learn the Meaning of the Alphabet of Medicare and Medigap (Supplement) Plans
  • Learn How Company Agents and Independent Brokers Are Compensated
  • Learn Whether Your Agent / Broker is a Fiduciary
Visit the Medicare Workshop Registration Page for more details

Estate Planning

  • Learn What Probate Is and Why It May Be Needed
  • Understand Why a Will Won't Keep Your Estate Out of Probate
  • Learn What Happens If You Become Disabled and Don't Have a Plan
  • Learn Why the Typical Trust Does Not Protect You from Creditors or Nursing Home Expenses
Visit the Estate Planning Workshop Registration Page for ​more details

Strategies for a Sustainable Retirement

  • Learn How Longevity Risk Can Impact Your Retirement
  • Understand the Medicare Trap
  • See How the Sequence of Returns Can Impact Your Retirement
  • Understand What Risks Exist in the Market
  • Learn Why Bonds Aren't a "Safe" Investment.

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Additional Topics Being Scheduled.

Let Us Know What You'd Like to Learn and Where We Can Present.