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Jim Robeson The Medicare Answer Guy, Jim Robeson, CLU, ChFC

NAVIGATING YOUR FUTURE HEALTH LIABILITY WORKSHOP

PLANNING FOR TOMORROW'S CARE AND FINANCING


Elderly Couple talking with a nurse

Dear %%first%%,

I wanted to personally invite you to join me and two of my associates, Shanne Sleder and Dan Williams, as we present our Navigating Your Future Health Liability workshop. A study conducted by Northwest Mutual Insurance in 2018 stated:

  • Among baby boomers, 1/3 said they had $25,000 or less in retirement cash available
  • 75% believe that Social Security will be unlikely to exist in its current form
  • 50% haven't thought about paying for medical expenses
  • More than 84% of people surveyed age 65+ are coping with at least one chronic condition, and more as they age
  • Out of pocket medical expenditures in the five years prior to an individual's death totaled more than $38,000, leaving 1 in 4 seniors approaching bankruptcy

I can only imagine with inflation that these figures have increased in the last six years and that's why we are presenting this workshop to help you navigate and plan for any future health liability. The workshop will teach you what to expect when it comes to health in retirement and how to finance your future needs. Let's design a retirement lifestyle you love!

Learn about:

  • The latest in Medicare, recent and future changes, and how to choose the right plan for you
  • In-home care solutions to provide for daily needs and comfort
  • Financial strategies to fund future medical costs, in-home care, and create monthly cash flow
  • And much more!

Session 1- Click here to register

July 24th, 1:30 – 3:00 PM

Oasis La Mesa
Grossmont Shopping Center
5500 Grossmont Center Drive
Suite 269
La Mesa, CA 91942


Session 2- Click here to register

July 27th , 10:00 – 11:30 AM

University City Library
4155 Governor Drive
San Diego, CA 92122

Please let me know if you have any questions. I hope to see you there!

Jim Robeson CLU, ChFC

Medicare Made Easy
10755 Scripps Poway Pkwy #617
San Diego, CA 92131| (858) 935-9120
jim@themedicareanswerguy.com
themedicareanswerguy.com

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