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 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

Sr. Advisor


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