Loading Events

« All Events

Medicare & Social Security

September 8 @ 12:00 pm - 1:00 pm CDT

Join Patina Nation members on Wednesday, September 8, for “Guides to Social Security and Medicare.” Expert Ryan Bostwick of Transamerica presents as our keynote speaker. Many remember Ryan from his well-received Patina Nation presentation in 2019. We’re happy to welcome him back as he shares what’s new, alongside with insights from RBC Wealth Management executives, Jonas Edstrom and Kyle Leipold.

COVID has shifted life circumstances, pushing many Americans closer to retirement sooner than planned. That puts topics like healthcare and savings top of mind.

What to expect from this webinar:

  • How social security benefits are determined
  • How to decide when to collect social security
  • How social security survivors’ benefits work
  • The basics of Medicare
  • Next steps for you & Medicare
  • Insights on the Affordable Care Act
  • Wealth Management considerations
  • How to secure a Social Security maximization report

A replay and slides will be available for all who register.

This event is sponsored by Patina 401(k) Advisors, RBC Wealth Management.

 

 

Your Keynote Presenter

As one of Transamerica’s top mutual fund wholesalers, Ryan Bostwick works closely with financial advisors. He takes pride in helping advisors deepen their relationships with clients while providing expertise on Social Security, Medicare, and financial planning. A frequent speaker at financial-planning symposiums, employee groups, tax-preparation firms, and law firms, Ryan is CE-certified and holds CIMA® and CRPC® certifications.

Details

Date:
September 8
Time:
12:00 pm - 1:00 pm CDT
Event Category:
Event Tags:
, ,