Upcoming Learning Events 

Our Lunch & Learns are designed to answer the questions that deserve more than a quick phone call. Each session focuses on a Medicare or retirement planning topic and includes a straightforward presentation followed by time for questions and discussion. Locations will vary throughout Northern Nevada. Check back often for upcoming dates and venues.

Potential topics include:

·     Turning 65: what to do and when

·     Medicare Advantage and Medicare Supplement plans

·     Medicare Part D prescription drug coverage

·     Annual Enrollment Period changes and deadlines

·     Common Medicare enrollment mistakes

·     Nevada’s Medicare Supplement Birthday Rule

·     Social Security claiming considerations

·     Healthcare costs and income planning in retirement

·     How RMD’s may affect your Medicare Part B Premium (IRMAA)

·     Preparing financially after the death of a spouse

Check Back for Future Events

New seminars, client programs, and educational sessions will be posted here as dates are confirmed. To ask about an upcoming event, call 775-444-2873.