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Financial
Understanding Annuities
with Jason Myers
What are annuities? Why do people invest in them? What kinds of guarantees can they provide? What different kinds of annuities are available? What are the pros and cons of owning them? What role can they play for retirees or those approaching retirement? Chartered Financial Consultant ® Jason Myers will explore these questions and more in this education–only presentation.
How to Avoid the Part B Penalty
with Kevin Barrett
This course is designed to inform participants about Medicare/Medicaid and what is available once they meet the appropriate age for enrollment. Medicare is a federally funded program that becomes somewhat robust to understand and difficult to navigate multiple health insurance carriers. At the end of the course, participants will be prepared to engage in the Medicare/Medicaid process in a much more informed way.