Medicare: Planning for Healthcare in Retirement

Medicare: Planning for Healthcare in Retirement
Event on 2015-03-25 18:00:00

Stay on Top of Healthcare Expenses
The confidence of knowing your health care is covered is one of the most valuable things you can take into retirement. Medicare alone may leave a funding gap, so its good to understand all your options.

The seminar is hosted by the SESLOC Wealth Management team of CFS* Financial advisors, Kevin Hemme and Mike Johnson. The agenda includes:

   • Gain insight into health care costs
   • Look into Medicare – what it covers and what it costs
   • Outline a 4-step process for creating a healthcare plan

Guest Speaker
Our guest speaker is David T. Costa, regional vice president for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. David received his Bachelor of Science degree from Rhode Island College with a concentration in public relations. He holds a Certificate of Completion in financial planning from Bryant University and maintains Series 7 and 63 licenses.

Doors open at 5:30 pm. | Seminar begins promptly at 6 p.m.

Where should I park for this event?
Park in the second SESLOC parking lot – nearest Tank Farm Road. Parking is free.

Where can I contact the organizer with any questions?
Call us at (805) 543-1816 or email

Is my registration/ticket transferrable?
Yes. If you cannot attend, feel free to pass your ticket on to a friend. If you must cancel, we appreciate receiving your cancellation in advance so we can accommodate others who wish to attend. We will accommodate unticketed guests if space is available.

at SESLOC Federal Credit Union
3855 Broad Street
San Luis Obispo, United States

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