Important Webinar For AZ Baby Boomers
The world of Medicare can be intimidating and confusing, which is why we want to help ensure you are prepared as you turn 65. We offer easy-to-understand, comprehensive, informational tools to help guide you through the seemingly complex world of Medicare planning.
Join us for a complimentary meal and special presentation at Med101 where we’ll cover any questions you may have, including:
- How does Medicare work?
- How do I figure out which plans my doctor accepts?
- How much will my prescriptions cost for the year?
- How are agents and independent brokers compensated?
We also cover which plan options are available in your area and what each plan entails, such as:
- Medicare Part A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplement Plans (Medigap)
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
WEBINAR DATES & TIMES
– Tuesday, September 13 at 6:30 p.m. MDT – Thursday, September 15 at 6:30 p.m. MDT
REGISTRATION CLOSES IN:
This complimentary presentation will show you:
Meet Your Host
David Wilkins
Secure Retirement Advisors, LLC.
With the opening of the Casa Grande area office he has fulfilled a long-held goal: that of offering in one location all of the professionals who can provide the services a retiree needs in the areas of managing their retirement assets, preparing wills and trusts, tax return preparation, and providing them with home, auto, life, long-term care and Medicare insurance.
He has earned the LUTCF designation from The American College and has also earned The Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is licensed for insurance and investments. Dave and his team approach every client from the perspective that no two clients are alike, and each client deserves a recommendation of what is best for their particular situation. He is like a doctor of finance; he always customizes his recommendations for each client’s specific situation and refers clients to a specialist when necessary. Take advantage of the Secure Retirement Solutions team of professionals with the expertise and experience to help you navigate the perilous world of investing and make sure your retirement assets and income are protected for the future.
Dave has two grown children and one granddaughter and one grandson living in Arizona. He enjoys horseback riding, team roping and deep-sea fishing in his spare time.
© 2022 Your Retirement Reality | Privacy Policy
In this informational presentation, our purpose is to inform the general public on a general subject or class of products. If you are interested in specific information about specific products, please request insurance company-created product information approved by the department of insurance in your state.
This information has been provided by a Licensed Insurance Professional and is not sponsored or endorsed by any governmental agency. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. By attending this workshop, you may be solicited for the possible sale of an insurance product.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.