5:00 PM-7:30 PM
Thursday, October 24, 2024
Edgewater Hotel, 1001 Wisconsin Place, Madison, WI
Deepen your Medicare knowledge and learn how to build an optimal health care coverage plan for retirement with financial planning expert Peter Stahl.
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
Join us at 5:00 PM for refreshments and appetizers, with the presentation to begin at 6:00 PM.
This seminar is free, and everyone is welcome to attend. Registration is required as seats are limited. Sign up today to reserve your place.
About Your Presenter
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.
Edgewater Hotel, 1001 Wisconsin Place
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 Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management 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 Wealth Management 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.
UW Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Bedrock Business Results, Wealth Management at UW Credit Union and LPL Financial are separate entities.
