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September

Retirement & Health: Smart Planning for Healthcare in Your Golden Years

Discover the secrets to a financially secure and healthy retirement. This engaging workshop offers a deep dive into the often-overlooked aspect of retirement planning: healthcare costs. We’ll guide you through the intricacies of Medicare, supplemental insurance, and more, providing practical solutions for a future where your health and wealth are in harmony. Join us for an insightful session that promises to transform your approach to retirement healthcare planning.

What to Expect:

  • Insights on Medicare Enrollment: Timely enrollment to avoid penalties.
  • Choosing Supplemental Insurance: How to complement Medicare effectively.
  • Preparing for Rising Costs: Strategies to manage healthcare inflation and needs.
  • Long-Term Care Planning: Exploring options beyond Medicare.

This no-cost workshop is your key to a confident and informed retirement, blending health and financial well-being seamlessly.


About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.

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Date

Sep 18 2024

Time

1:00 pm - 2:00 pm

Labels

Library Workshop
Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®

Organizer

Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
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