Join us for a webinar!

Early Retirement: Smart Financial Moves and Medical Insurance Planning

Tuesday, March 26, 2024

4:00 PM - 5:00 PM PST

Webinar Registration

What will we cover?

Are you prepared for a smooth transition into retirement? Our upcoming webinar will equip you with invaluable insights to optimize your finances and obtain the best medical insurance coverage. Additionally, we will delve into the mental preparedness aspects of planning for the next life chapter. Plus, last chance tax optimization before you file your 2023 taxes.

Here's what we'll cover:

  • Medical Insurance Considerations: we’ll delve into crucial considerations regarding medical insurance, including whether COBRA is always the best option and navigating the insurance market for optimal coverage at the right price point for you and your family.
  • Pre-Retirement Planning Strategies: we’ll share key factors beyond the financial plan that contribute to a successful retirement
  • PLUS Last Chance Tax Optimizations: Learn how to leverage the remaining opportunities for tax savings in the 2023 tax year, plus important reminders about upcoming tax changes in 2026.
  • Interactive Q&A Session: Get your burning questions answered by our panel of experts during our 30-minute Q&A session

Don't miss this opportunity to gain expert advice and take proactive steps towards securing your financial future.

Reserve your spot today!

Join us live or register to receive the recording!


Connect with our Panelists

Our panelist of speakers consists of members of Summitry's Financial Planning Committee, with guest speaker, Jeff Vose, from Rose Insurance!

Webinar Speakers (0326)