Getting close to Medicare age?
Already eligible but want to know more?
Please join us this educational event to learn the A, B, C and Ds of Medicare. During this one hour presentation, we will discuss Original Medicare, Medicare Supplement Plans, Prescriptions Drug Plans and Advantage Plans. This is a time for you to bring all your questions. Independent insurance brokers, Vicki James and Terry James of Medicare EASY! will review timelines, penalties and the different paths for individuals when it comes to Medicare.
Zoom Meetings: Every 2nd Wednesday at 6:30
In Person Meetings: Last Wednesday at 6:30
Presented By:
Terry James
Vicki M James, MBA, and Terry James are Brokers who represent all the area insurance companies and specialize in Medicare, Health Insurance for retirees, Long Term Care Insurance, Life Insurance and Health Insurance for small businesses. Their clients are typically located across Western New York, specifically the Rochester area and surrounding counties.
Already eligible but want to know more?
We’ll take a closer look at the opportunities available and how taking advantage of them today can make a significant difference in retirement. Topics will include approaches to managing tax brackets, Roth conversions, and deciding when to begin taking social security benefits.
Zoom Meetings: June 6, 2023 at 6:30PM
Presented By:
Leah Granger, CFP®, AIF®, CSRIC™® is a Wealth Advisor with OakWood Financial Services, a local independent firm.
As a CERTIFIED FINANCIAL PLANNER™ with over 10 years in the financial services industry, Leah enjoys getting to know clients’ unique situations and helping them explore and pursue not only today’s goals, but future aspirations. Utilizing tax planning and investment strategies, she looks at the full picture and provides simple and actionable steps that can be implemented immediately.
OakWood Financial Services
190 Linden Oaks, Suite A, Rochester, NY 14625
(585) 787-6870 www.oakwoodaccess.com
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser.
Zoom Meeting: June 13th at 6:30 PM
Presented By:
Karen Menachof owner of Caring Transitions of Rochester
Caring Transition of Rochester
(585) 978-3025 www.caringtransitionsrochester.com
Zoom Meeting: June 27, 2023 at 6:30 PM
Presented By:
Louis Bouchard, Registered Principal and Senior Financial Advisor with Wells Fargo Advisors Financial Network
Stability. Integrity. Experience.
That’s what Louis Bouchard provides to his clients every day. During his 37-year career as a financial advisor, he has worked with families, individuals and business owners – on a local and national level - in all areas of investment planning to help his clients achieve their financial goals. Lou’s approach to financial health is personalized, strategic and holistic. Your best interest is at the heart of his work.
Expertise areas include retirement planning, income strategy, investment planning, risk tolerance, tax considerations, multi-generational investing, and wealth-transfer strategies.
He lives in Fairport, has been active within the community, specifically in youth sports, and has four adult children. His hobbies include golf, travel, New York Yankees and spending time with his children, grandson, and grand-dogs.
Lou, who earned his financial advisor registration in 1985 and has since received several industry certifications.
