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Community Forum for FPA NCA Chapter!
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Community Forum for FPA NCA Chapter!

Register for this Community Forum! Presented by MFS! Social Security and Medicare Bootcamp! AND 5 Ways Tech, Presented by Hartford Funds!

 Export to Your Calendar 10/29/2020
When: 10/29/2020
11:00 am
Where: Map this event »
Community Forum - Presented by MFS for Presentation 1, and by Hartford Funds for Presentation 2
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 10/29/2020
« Go to Upcoming Event List  

PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

 

Please join us for our Community Forum!

A time to ask questions, look for familiar faces, and get support from your FPA NCA chapter community!

Please RSVP for ZOOM call to ensure proper lines enabled!

Join us for a few minutes of informal time to talk and have community support!

 

Topic 1 for this call will be "Social Security and Medicare Bootcamp" offered by MFS

Speaker - Emily Dupre and John Norce - 1 CFP CE Approved! 1 CIMA CE Approved!

Understanding your Social Security Retirement Benefit, as well as increases and decreases, can be a maze of mystery! Covid 19 brings a whole new set of questions and decisions to the Social Security table. We will cover qualifications and calculations, but also Spousal and Survivor Benefits for Social Security. In addition, understanding the complexities of Medicare can be challenging. Failure to properly adhere to Medicare guidelines can lead to lifetime penalties, delays in coverage and enrollment into the wrong plans. Whether turning 65 or working past 65, this webinar will guide you through the steps required to have a successful enrollment and Medicare experience. Join us to review and dissect some of the mystery in Social Security and Medicare enrollment!

Emily Dupre Bio

John Norce Bio

 

Topic 2 for this call will be "5 Ways to Tech" offered by Hartford Funds

Speaker: Ryan Sullivan - 1 CFP CE Approved! 1 CIMA CE Approved!

5 Ways Technology Will Change How We Age:

 Financial professionals can teach clients how technology can help them stay mobile, healthy, and connected as they age, as well as how to improve their lives during the time of social distancing. For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As people live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? Tech Adds Life to Longer Lives!

The answer: technology. With the advent of smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips.

Learn:

  1. A new array of devices and services that will make it easier for your aging clients to work, stay healthy, live at home and remain connected to friends and family
  2. The opportunity for Financial Professionals to become longevity specialists and address specific needs in later life.  Moreover, a longevity specialist serves as a connector between clients and trusted, vetted services that provide solutions to the jobs of longevity.
  3. Practical ideas to help your clients experience the capabilities of these new apps and devices.

 

Ryan Sullivan Bio

 

Bring your own lunch, your tips and your questions! Please come join us and share your ideas on this topic!

 

 Zoom call information distributed once registered and closer to the event!

There is no charge for this session!

 

 

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