Thursday, October 8th - Noon EST
The Basics of Medicare
Medicare – government-provided health insurance – is something virtually everyone will encounter at age 65. Medicare is hands-down one of the most confusing aspects of retirement, given the seemingly endless array of potential coverage options, plans, and price points that are available.
Join Sue Flanagan from Blue Cross Blue Shield of Massachusetts, Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they walk through the basics of Medicare and address the most often asked questions.
Wednesday, December 9th - Noon EST
2026 In Review and Year-End Planning
Most of 2026 will be in the rear-view mirror at the time of this webinar, which means that it will be a great time to review any tax or other law changes that may affect investors, employees, or retirees. Similarly, there are often beneficial money-saving strategies that can be implemented prior to the end of the year.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they look back on 2026, highlight actions you can take prior to the new year, and discuss how best to prepare for 2027.
