Presentations & Webinars
Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at email@example.com for more information.
September 17th, 2020 @ 11:00 a.m. EST
2020 Employee Benefits & Medicare Updates
- 2020 Medicare Changes: Key Takeaways
- Employer Retiree Plans vs. Medicare Supplement Plans
- IRMAA – What is it and what it means for you?
- Open enrollment during the COVID-19 Era
- BOLO – Be on the look-out for these potential COVID-19 changes
- FAQ #1 Short & Long-term disability: Pre-tax or after-tax?
- FAQ #2 Life insurance – How much do I need?
Kelly M. Lewis, CFP®, JD, LLM
Mason M. Jones, CFP®
Jason D. Nickerson, CFP®, EA
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