Financial Planning Insights
Making Medicare Simple
2 minute read time
Medicare is complex, often misunderstood, and very personal. It’s a key retirement decision that leaves many overwhelmed and at risk for costly, permanent mistakes. Let us help simplify this complicated topic.
Join Johnson Financial Group Financial Advisors to discuss:
- The 6 steps of Medicare
- The need for healthcare planning in retirement
- Actionable steps you can take to get on the right path
Featured Speakers
Maria Keiser | AVP Financial Advisor Operations Manager
Pierce Bostwick*| Regional Vice President, Protective
View Webinar and Download Presentation
Click the Webinar button below to view the recording. Or click the Presentation button to download a copy of the presentation.
View Resources
Medicare Cost Worksheet
Medicare Educational Timeline
Understanding Medicare Myths
Wealth management services are provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at adviserinfo.sec.gov. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Johnson Bank (“Financial Institution”) may provide referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
|---|