This 6 week course is specifically tailored for those who are getting ready for or have recently transitioned to retirement. Besides reviewing the key features of bonds, stocks, mutual funds, and the importance of asset allocation, we will discuss retirement income strategies and making sure your retirement savings last. This will include creating a stream of income that you can use for expected and unexpected life events during retirement, including market risks and the impact of rising costs.

Does the A, B, C and D “Alphabet Soup” of Medicare feel overwhelming? Medicare, begun in 1965, is the US health plan available to qualified people aged 65 and older, as well as some disabled people below age

This overview reviews the way Medicare covers inpatient, outpatient and prescription drug costs, explains enrollment periods and reviews the types of products designed to partner with Medicare, including supplement plans, Medicare Advantage plans and prescription drug plans. This seminar will be informative for current beneficiaries, people beginning Medicare, and the adult, children, or loved ones of Medicare beneficiaries.