Complimentary Workshop Event at Bob L. Burger Recreation Center in Lafayette, CO
Navigating Your Medicare Options
Bob L. Burger Recreation Center
111 W Baseline Rd.
Lafayette, CO 80026
– Wednesday, November 9 at 6:30 p.m.
– Tuesday, November 15 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
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 presentation at Bob L. Burger Recreation Center 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)
Do you have a Medicare strategy in place?
Don’t miss this information-packed event!
This complimentary presentation will show you:
Meet Your Hosts
Kelly J. Carter | Co-Founder & CEO of Beacon Retirement Group, Inc.
Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.
Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.
CA License #0E89958
Joe DeMeo | President & Founder of Money Bridge Wealth & Income Planning
As president and founder of Money Bridge Wealth & Income Planning, Joe DeMeo works closely with his clients, designing custom financial plans that address their specific needs, thus assuring financial independence in retirement. Setting his clients up for success allows them to face their future with anticipation rather than apprehension. After all, the goal is to never outlive your money.
We remain committed to community outreach, education, and leadership around the topics of financial planning and asset protection, including estate planning, trust accounts, long-term care planning, and other special needs. Working with families across the country, our primary mission is to help individuals protect what they’ve worked so hard to accumulate.
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.