Smart Strategies for Medicare & Retirement Planning
Join us on Thursday, October 9th, for an informative joint webinar hosted by AAA Medicare and Note Advisors designed to help you navigate two of the most important aspects of your future: Medicare and retirement planning.
In this session, we will cover topics such as:
- Key Medicare basics and recent updates you need to be aware of
- How healthcare costs can impact your retirement strategy
- Working past 65 and enrollment periods
- Retirement income planning and Social Security
- Tax strategies for retirement
- Estate planning strategies
Whether you’re approaching retirement or simply planning ahead, this webinar will give you the knowledge and tools to make confident, informed choices.
Who should attend?
Anyone nearing Medicare eligibility, preparing for retirement, or interested in optimizing their long-term financial plan.
Presented by:
AAA Medicare – David Kamholz, Licensed Insurance Agent
Note Advisors – Mario Riccadonna, CFP®, EA