Upcoming Seminars and Events
*Please note that all scheduled events may be subject to change.
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(201) 808-1038
October 30, 2025 at 6pm
Understanding Medicare Virtual Seminar
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. You'll learn:
- Key differences between Medicare parts A, B, C and D.
- Tips for choosing your coverage.
- How to enroll in Medicare.
- How to plan your retirement income with health care costs in mind.
398261-3
October 8, 2025 at 6pm
Transitions to Retirement with a bonus segment on Estate Planning Virtual Seminar
How confident do you feel about retirement and estate planning, and are you ready? Feel a little more confident with our upcoming seminar. You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement and in your estate planning journey.
Travis Stanley and Marshall Heitzman from TruStage™ Annuities will answer your retirement and estate planning questions and help you:
- More confidently address the financial, lifestyle and emotional transitions to retirement.
- Guard against risks and manage the inevitable ones.
- Gauge when you’re ready for retirement.
- Discuss the basics of estate planning, and help you get started by providing you with an exclusive checklist.
697533-1 and 622155
