Medicare and Legacy Planning Seminar

1819 Main Street,Sarasota FL 34236

30 March, 2023

Description

l (941)320-5869 or email [email protected]. he field of financial serviBe our guest and engage in one-on-one conversation with the leaders in Medicare, Social Security, Retirement and Legacy Planning. You will be welcomed into the "Lido Key Room" on the 1st Floor of Sarasota City Center. Medicare expert, Jane Petri, would like for you and your loved ones to know what is on the horizon and how to navigate Medicare. Now is the time to make the right decision for your Medicare coverage and Jane will help you be ready, informed and confident. Topics discussed include enrollment deadlines, avoiding penalties, eliminating out-of-pocket expenses and freeing yourself from networks, referrals and prior authorizations. Joining in the conversation are two brilliant minds in the field of financial services, Andrew Cardone and Michael Callahan with Wells Fargo. You don't have to be "wealthy" to plan for your financial future. Andrew and Michael can help you get a handle on how to optimize your financial decisions pertaining to inflation, unexpected healthcare expenses, retirement, investments, asset allocation, and more. Small bites will be served and door prizes will be awarded! To learn more, go to JanePetri.com. If you have questions, call (941)320-5896 or email [email protected].