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June 2018

06/05/2018 Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway – REBROADCAST

June 5 @ 3:00 PM - 4:00 PM EDT

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs. Health savings accounts (HSAs) can help fill a void by offering tax efficiency and flexibility to meet retirees’ changing needs as they age. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, June 5, 2018, 3:00 PM - 4:00 PM EDT – no need to take the online…

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06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

June 21 @ 12:00 PM - 1:00 PM EDT

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums. CFP BOARD - CE Quality Partner - Retirement Resource Center This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, June 21, 2018, Noon - 1:00 PM EDT…

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