Medicare Planning Ladies' Luncheon
Thursday, November 20th at 12:00pm
Seasons 52 located at 6 Wayside Rd. Burlington, MA
Retiring is an exciting time that often comes with fears around finances and healthcare. How will you pay for healthcare in retirement and how will this expense affect your investments? Let us help you resolve these concerns in a relaxed and comfortable setting.
At our Medicare Planning Ladies’ Luncheon we will cover the many topics surrounding healthcare in retirement including:
- Prescription Drug Costs,
- Supplemental Insurance, and
- Estimating your costs so that you can plan accordingly.
Whether you are already retired or planning to retire soon, Medicare can be a daunting issue, but one that can’t be ignored. Even if you've already enrolled, we will help you to understand your selections and guide you on making changes if necessary. Or perhaps you’re getting ready to retire and simply need help in taking the next steps.
This event is specifically tailored to those who are already established in their financial journey who need guidance regarding their retirement income and healthcare planning. If you want to bring your husband or another male guest, please feel free-- men are also welcome. This event is perfect for those who:
- Have investable assets of at least $250,000,
- Are recently retired or planning to retire in the next two years, and
- Have questions about Medicare or general retirement planning and want guidance from a local Financial Advisor.
Your hosts, Samantha and Jessica, Financial Advisors, will be offering complimentary follow up appointments if you want specific recommendations. We are proud to be female Financial Advisors who offer a compassionate and professional approach in providing advice to our clients. With a focus on education, working with us, you'll feel well-informed about your options before making any important financial decisions.
To prevent guests from registering and not attending, we collect a donation ($35 for one or $50 for two) with each ticket -- 100% of which will be passed on to Dress for Success Boston. The Stock Sisters have been working with the organization since 2017 and find their mission of helping women thrive and succeed to align closely with their own mission of empowering women financially.
SagePoint Financial, Inc., is not affiliated with nor sponsors or endorses Dress for Success Boston.
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