Event Details

Smarter You Series – Medicare: Proactively Planning for Health Care Costs in Retirement

Date: February 14, 2020

Time: 12:30pm-2:00pm

Location:

Brio Office

Join us for the first installment of our Smarter You Series on February 14th to discuss all things Medicare including:

Medicare in Retirement, how to transition from employer insurance to making health care insurance decisions on your own
Managing health care expenses in retirement, am I prepared?
Everything you didn’t know you needed to know about enrolling in Medicare
Medicare, how to avoid the costly mistakes of late enrollment penalties

We’ll supply the lunch, please bring your questions and a guest who would benefit in learning how to best plan for healthcare costs.

To join the online meeting, click the following link:
https://global.gotomeeting.com/join/315831085

Here's how to join us by phone:

Call Number: (786) 535-3211
Access Code: 315-831-085

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.