Financial Wellness Education Series
Beginning in autumn 2022, the Atlantic Health System Foundations and OneTeam Financial will offer a variety of financial education webinars conducted by industry thought leaders.
Medicare Makeover Post-Covid-19: A Change in Times Requires a Change in Plans
Choosing Medicare coverage is not easy; it can be a complicated process most retirees didn’t anticipate and has been made even more important by COVID-19. Learn how to navigate the enrollment process, including what Parts A, B, C & D are, how they coordinate together, which supplements make sense for you, and the difference between original Medicare and Medicare Advantage (Part C). In this session, we will provide information allowing you to identify the proper coverage for your needs and enhance your benefits.
Event Location, Date & Time
Virtual, Wednesday, September 28th, 2022 - Thursday, September 29th, 2022,
Presented by: Rich Gustafson, Financial Professional for OneTeam Financial
Rich Gustafson is a financial professional with a focus in Medicare and retirement income planning. He leads the Senior Services Division at OneTeam Financial. He takes pride in educating his clients on how the changing investment landscape can impact their ability to plan for the future.
The Consequences of Long-Term Care on your Family and Retirement Portfolio
October 12, 2022 at 11:00am or
October 13, 2022 at 7:00pm
Presented by: Harley Gordon, Esq. (moderated by Dave Buckwald)
Protecting and Maximizing Your Estate: How to grow, preserve and distribute your wealth in the most tax efficient way
November 2, 2022 at 11:00am or
November 3, 2022 at 7:00pm
Presented by Gary R. Botwinick, Esq., Managing Partner, Einhorn Barbarito Attorneys at Law
(moderated by Dave Buckwald)