Health Care in Retirement

1:00 PM-2:30 PM
Tuesday, November 17, 2020


The number one financial concern for retirement is health care expenses. Join us for a free seminar to help you understand your Medicare benefits and prepare for this important aspect of your retirement.

Learn valuable information about how to plan for health care costs during your golden years by making the most of your Medicare coverage. Topics will include:

  • Understanding Medicare benefits and requirements
  • Navigating deductibles, copays and coinsurance
  • Exploring “Medigap” and medical supplement insurance
  • Managing income to limit what you pay in premiums
  • Enrolling in Medicare and the enrollment process

Peter Stahl is a Certified Financial Planner™ with more than 30 years of experience. He is also the president of Bedrock Business Results, a consulting firm that helps people address health care challenges that arise in retirement, and the founder of Wealth Watch, which provides training and resources to financial advisors and their clients.

Reservations

Learn more about this seminar by calling Investment Services at 800-533-6773, ext. 2468.

The majority of our seminars are open to the general public. Check the Current Seminars listing for times and availability.

If you would like to attend a seminar that is not currently scheduled, call 608-232-5000 or 800-533-6773 and ask to speak with a member of our community partnerships team.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Investment Services at UW Credit Union.

Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.