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Medicare Planning Workshop

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The Wealth Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 

Medicare Planning Webinar

Join us for a special webinar focusing on Medicare options, costs and its limitations

Join Senior Wealth Advisor Craig Lundquist and special guest Kirk Possehl from The Possehl Agency to discuss the importance of Medicare planning and learn more about the steps you can take to achieve your goals.

Topics will include:

  • Review the importance of financial education on topics like Medicare
  • Discuss the rules of the road for Medicare
  • Discuss tips for Medicare enrollment and how to consider health care expenses when planning your retirement income
  • Describe the retirement income planning process available through a financial advisor and review next steps
  • And more

Event details

There are no available sessions at this time. Please check back soon.

Webinar via WebEx: You will need to download the free WebEx desktop or mobile app to attend. You may also install a temporary application that will require you to accept WebEx Terms & Conditions.) You can learn more about WebEx and test it on your computer or device on the WebEx website here.

NOTE: You will receive an email confirmation after registration. You will receive an email with login information for the live webinar the day before the event. A link to join the webinar will also be available on this page the day of the event.

 

*Wealth Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3456639.1-0221-0323