Past events

Getting the Most From Medicare Benefits

  • Kevin Hansen, CFP®, CRPC®, Director of Advisor Consulting for Principal - Principal
  • Brock and Associates
  • Principal Global Investors, LLC

One of the biggest retirement concerns for people in or nearing retirement is health care. That’s on top of potential reductions in Social Security, market volatility, and insufficient retirement savings. Learn important enrollment information and available resources to help you make an informed Medicare decision.

When it comes to Medicare, everyone wants to make the most of their benefits. You may have a lot of questions, like clarification on the various Medicare plans offered, eligibility requirements, and cost. Help make sure you are prepared for health care costs in retirement.

Presented in collaboration with Principal Global Investors, this seminar will help you:

· Recognize the impact of health care costs in retirement.

· Understand the basics of Medicare plan options.

· Expand your knowledge on the provided coverage and plan costs.

Social Security Preparing for Retirement

  • Mike O’Donovan, MFS Director - MFS Fund Distributors Investment Management
  • Brock and Associates
  • MFS, American Century, Goldman Sachs, Eaton Vance, Fidelity, and AMG

There are many choices in Social Security retirement benefits, making the best selection can make a significant difference in the amount of cumulative lifetime benefits you receive.

This is an information seminar. There is no cost or obligation. This seminar is sponsored by MFS, American Century, Goldman Sachs, Eaton Vance, Fidelity, and AMG. MFS Investment Management, American Century, Goldman Sachs, Eaton Vance, Fidelity and AMG and its representatives are not affiliated with Ameriprise Financial LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC.