People may underestimate their medical expenses by up to 60%.
Health care is one of your top three budget items in retirement – make it one of the top three in your income plan, too.
Please join us for a workshop to look at coverage options and potential costs.
** REGISTRATION IS CLOSED **
DATE:
Tuesday, September 30, 2014
LOCATION:
The Fawcett Center, Clinton Room
2400 Olentangy River Road
Columbus, Ohio 43210
AGENDA:
- 6:30 – 6:50pm Introduction
- Everhart Advisors – Matthew Romeo
- 6:50 – 7:30pm “Planning for Health Care in Retirement”
- Fidelity Investments – John Russo
- 7:30 – 8:00pm Market and Investment Update
- American Funds – Jim Maher
Please RSVP by Wednesday, September 24th!
** REGISTRATION IS CLOSED **
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
Client Login
