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DTSTART:20200128T170000Z
DTEND:20200128T180000Z
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SUMMARY:CMS - Brown Bag: Planning for Healthcare in Retirement
DESCRIPTION:January Brown Bag Seminar:\n\nPlanning for Healthcare in Retirement\n\nPresented by Christopher Mallon\, Program Manager\n\nFinancial Planning & Investment Team at Cornerstone Bank\n\nTuesday\, January 28 at Noon\n\nChamber Conference Room\n\n46 Hall Road\, Sturbridge\n\n\n\nFREE for CMS Chamber Members\, $15 for non-Members.\n\nSpace is Limited! Please RSVP. Call 508-347-2761 or email info@cmschamber.org to save your spot!\n\n\n\nFeel free to bring your lunch. Use our microwave to heat it up! Relax\, learn and grow with us!\n\n\n\nThis presentation includes an overview on Medicare\, as well as some related planning strategies.\n\n\n\n-Key questions that will be answered in the presentation:\n\n-What is the current outlook for healthcare system in USA?\n\n-How much will my healthcare expenses be during my retirement?\n\n-When do I become eligible for Medicare?\n\n-How do I enroll or make changes (if I'm already enrolled)?\n\n-What are the different parts of Medicare & what do they cover?\n\n-What's the difference between traditional Medicare & Medicare advantage plans?\n\n-What are some strategies to help me save on my Medicare expenses (i.e. prescription coverage\, etc.)?\n\n-Are there any helpful resources I should be made aware of?\n\n\n\nIf you've ever asked yourself any of the above questions & want to learn more   please register for this event!\n\n\n\nImportant to note: This is NOT a product sales presentation of any kind and is kept strictly educational.\n\n\n\nPRESENTER BIO: Christopher Mallon\, Program Manager\n\nMr. Mallon serves as the Program Manager for the Financial Planning & Investment team located at Cornerstone Bank. In this role he is responsible for client engagement & marketing initiatives. Prior to joining\, he spent over a decade partnering with top Financial Advisors across the Midwest and Northeast on behalf of some of the industry's largest asset managers\; including Putnam Investments & Nuveen Investments. Mr. Mallon brings a wide array of Wealth Management\, Practice Management & Investment expertise to the team. He is a both a registered Investment Advisor and Securities Broker and holds his Series 7 & 65 licenses. He is the proud father of identical girls and enjoys fly-fishing & golfing in his spare time.
X-ALT-DESC;FMTTYPE=text/html:January Brown Bag Seminar:<br />\nPlanning for Healthcare in Retirement<br />\nPresented by Christopher Mallon\, Program Manager<br />\nFinancial Planning &amp\; Investment Team at Cornerstone Bank<br />\nTuesday\, January 28 at Noon<br />\nChamber Conference Room<br />\n46 Hall Road\, Sturbridge<br />\n<br />\nFREE for CMS Chamber Members\, $15 for non-Members.<br />\nSpace is Limited! Please RSVP. Call 508-347-2761 or email info@cmschamber.org to save your spot!<br />\n<br />\nFeel free to bring your lunch. Use our microwave to heat it up! Relax\, learn and grow with us!<br />\n<br />\nThis presentation includes an overview on Medicare\, as well as some related planning strategies.<br />\n<br />\n-Key questions that will be answered in the presentation:<br />\n-What is the current outlook for healthcare system in USA?<br />\n-How much will my healthcare expenses be during my retirement?<br />\n-When do I become eligible for Medicare?<br />\n-How do I enroll or make changes (if I&rsquo\;m already enrolled)?<br />\n-What are the different parts of Medicare &amp\; what do they cover?<br />\n-What&rsquo\;s the difference between traditional Medicare &amp\; Medicare advantage plans?<br />\n-What are some strategies to help me save on my Medicare expenses (i.e. prescription coverage\, etc.)?<br />\n-Are there any helpful resources I should be made aware of?<br />\n<br />\nIf you&rsquo\;ve ever asked yourself any of the above questions &amp\; want to learn more &mdash\; please register for this event!<br />\n<br />\nImportant to note: This is NOT a product sales presentation of any kind and is kept strictly educational.<br />\n<br />\nPRESENTER BIO: Christopher Mallon\, Program Manager<br />\nMr. Mallon serves as the Program Manager for the Financial Planning &amp\; Investment team located at Cornerstone Bank. In this role he is responsible for client engagement &amp\; marketing initiatives. Prior to joining\, he spent over a decade partnering with top Financial Advisors across the Midwest and Northeast on behalf of some of the industry&rsquo\;s largest asset managers\; including Putnam Investments &amp\; Nuveen Investments. Mr. Mallon brings a wide array of Wealth Management\, Practice Management &amp\; Investment expertise to the team. He is a both a registered Investment Advisor and Securities Broker and holds his Series 7 &amp\; 65 licenses. He is the proud father of identical girls and enjoys fly-fishing &amp\; golfing in his spare time.
LOCATION:Chamber of Central Mass South\, 46 Hall Road\, Sturbridge\, MA
UID:e.2083.11756
SEQUENCE:3
DTSTAMP:20260423T162339Z
URL:https://business.cmschamber.org/events/details/cms-brown-bag-planning-for-healthcare-in-retirement-11756
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