🍂 BEFORE THE YEAR ENDS: MEDICARE, MONEY & YOUR HOME!
Advertisement
Are you making the most of your financial opportunities before 2026 comes to a close?
From Medicare coverage to retirement savings and the equity in your home, the decisions you make today can impact your financial future.
Join us for our next Finance & Innovation Series Lunch & Learn, where three industry professionals will share practical information to help you plan ahead with confidence!
đź“… Saturday, November 7, 2026
⏰ 12:00 PM – 2:00 PM
đź“Ť Main Baptist Church
2170 E New York St, Aurora, IL
🍽️ Lunch will be provided!
HERE'S WHAT WE'LL COVER:
đź’° 2026 Year-End Financial Planning
Ryan Lloyd, CFP® | Edward Jones
Discover important year-end financial considerations, including retirement savings, tax planning opportunities, charitable giving, and steps to prepare for 2027.
🏡 Reverse Mortgages & Home Equity
Mario | Mortgage Lender
Have you wondered whether the equity in your home could play a role in your retirement? Learn how reverse mortgages work, common misconceptions, and important benefits and risks to consider.
đź©ş Medicare Annual Enrollment
Tom Smith | HealthMarkets
Medicare's annual enrollment period ends December 7! Learn what to review about your current coverage, available options, and common mistakes to avoid.
WHO SHOULD ATTEND?
Whether you're approaching retirement, already retired, helping aging parents, or simply looking to make smarter financial decisions, this conversation is for you!
Our goal isn't to sell you something. It's to help you understand your options, ask better questions, and make informed decisions.
✨ Bring a friend, your questions, and an appetite!
đź“© RSVP through this invitation so we can plan for lunch.
Real estate is personal. So is planning for your future.
#FinanceAndInnovation #Medicare2026 #FinancialPlanning #RetirementPlanning #HomeEquity #AuroraIL #PlanAhead #YourAgentIsKey
From Medicare coverage to retirement savings and the equity in your home, the decisions you make today can impact your financial future.
Join us for our next Finance & Innovation Series Lunch & Learn, where three industry professionals will share practical information to help you plan ahead with confidence!
đź“… Saturday, November 7, 2026
⏰ 12:00 PM – 2:00 PM
đź“Ť Main Baptist Church
2170 E New York St, Aurora, IL
🍽️ Lunch will be provided!
HERE'S WHAT WE'LL COVER:
đź’° 2026 Year-End Financial Planning
Ryan Lloyd, CFP® | Edward Jones
Discover important year-end financial considerations, including retirement savings, tax planning opportunities, charitable giving, and steps to prepare for 2027.
🏡 Reverse Mortgages & Home Equity
Mario | Mortgage Lender
Have you wondered whether the equity in your home could play a role in your retirement? Learn how reverse mortgages work, common misconceptions, and important benefits and risks to consider.
đź©ş Medicare Annual Enrollment
Tom Smith | HealthMarkets
Medicare's annual enrollment period ends December 7! Learn what to review about your current coverage, available options, and common mistakes to avoid.
WHO SHOULD ATTEND?
Whether you're approaching retirement, already retired, helping aging parents, or simply looking to make smarter financial decisions, this conversation is for you!
Our goal isn't to sell you something. It's to help you understand your options, ask better questions, and make informed decisions.
✨ Bring a friend, your questions, and an appetite!
đź“© RSVP through this invitation so we can plan for lunch.
Real estate is personal. So is planning for your future.
#FinanceAndInnovation #Medicare2026 #FinancialPlanning #RetirementPlanning #HomeEquity #AuroraIL #PlanAhead #YourAgentIsKey
Advertisement
Where is it happening?
2170 E New York St, Aurora, IL 60502-9436, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherTiana R Key, Redhawk Realty IL
