Guide to Medicare
Our webinar, sponsored by our Patina Solutions 401(k) Advisors Kyle Leipold and Jonas Edstrom at RBC Wealth Management, will feature guest speaker Ryan Bostwick of Transamerica. As one of Transamerica’s top mutual fund wholesalers, Ryan 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.
What to expect to learn from this webinar:
- Understand the basics of Medicare
- Determine next steps for you & Medicare
Links: 2019 Field Guide to Medicare