THE ENCORE PLANNING - Planning for financial security in your encore years.
Schedule
Thu May 16 2024 at 11:00 am to 01:00 pm
UTC-06:00Location
6380 S Fiddlers Green Cir | Greenwood Village, CO
11am until 1pm, for a free lunch & learn about planning your encore years
About this Event
You'll learn about Reverse Mortgages which are designed to help adults 62+ years and older continue living in your current home or buy another home more suitable for your needs. Join Certified Reverse Mortgage Professional George Tsoupakis, from New American Funding, as he speaks to utilizing your home's equity to meet ever-changing living costs, unforeseen medical expenses, and managing current/accruing wealth.
You'll learn about Navigating Medicare and understanding what stages you need to make key decisions for proper coverage. Licensed Medicare Insurance Broker Kelly Tyler, from Integrity Health Advisors, will discuss how to qualify for Medicare, what Medicare covers, Medicare cost-sharing, coverage options, and understanding the ever-growing landscape associated with one of the nation's largest social programs.
You'll learn about Enhancing Social Security and making your benefits work for you. Professional Retirement Consultant Joseph Hagg, from Allianz Life, will discuss the basics of Social Security, share 7 keys to enhancing Social Security, discuss folding Social Security and retirement funds together to enhance your encore years, and discuss rethinking retirement strategies.
You'll learn about enhancing your Financial Situation and taking a more holistic approach to finances. Greg Caldwell, Financial Advisor with Summit Global, will discuss the most common areas of financial concern and answer questions you might have such as, "do we have enough money?" "How can we keep up with inflation?" "What about long-term care?" and "What financial legacy will we be leaving?"
Where is it happening?
6380 S Fiddlers Green Cir, 6380 South Fiddlers Green Circle, Greenwood Village, United StatesEvent Location & Nearby Stays:
USD 0.00