Medicare & You & 2019 Year End Planning Educational Seminar

We are excited to invite you to a two-part educational seminar being held on Wednesday October, 23, 2019. The two topics are Medicare & You, followed by 2019 Year End Planning.

In the first session, our Medicare expert will provide insight on how to choose the right plan for your situation and attendees will learn details about their Medicare plans/options that could help them get better coverage, what changes have been made in 2019, and what happens if they are traveling out of state to their coverage.

In the second session, our presenter will provide a brief economic and market update and some valuable year-end tax and retirement planning strategies for you to consider. Both topics will be presented at each location.

You are welcome to invite family, friends or co-workers that you believe will benefit from this presentation. If you are under 65, please consider sharing this event with your parents or those who you think may benefit from this close look at Medicare, even if they are not clients of ours.

The sessions are being held:

  • Afternoon session - Wednesday, October 23rd, 2019 from 1-3 PM at Perinton Recreation Center, 1350 Turk Hill Road, Fairport NY 14450
  • Evening session - Wednesday, October 23rd, 2019 from 6-8 PM at Ramada Geneva Lakefront, 41 Lake Front Drive, Geneva NY 14456

Please contact Mark Higgins to register with your name as soon as possible as space at each location is limited. He can be reached at 585-421-0470 or by email at Feel free to invite family and friends who may be interested in attending. Light refreshments and snacks will be served. We look forward to seeing you at the seminar.

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Check the background of this financial professional on FINRA's BrokerCheck