Description
Join us for a relaxed discussion focused on financial and health decisions people face either in retirement or as they approach retirement. This will be an open discussion with time for Q&A.
We will have featured speakers to cover topics pertaining to Medicare/Affordable Care Act, taxes and financial planning. Speakers will include Gordon Chamberlain, Randy Malueg and Dominic Benetti.
Discussion Topics to Include:
- Why a written financial plan matters
- When social security becomes taxable
- Planning for healthcare costs in retirement
- Coordinating taxes, investments and income in retirement
4:30 - 5:00 Hors d'oeuvres
5:00 - 6:00 Meeting
Gordon Chamberlain and Randy Malueg are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by these individuals are in no way related to Cetera Wealth Services, LLC or its registered representatives.
Date and Time
Thu, Apr 30, 2026
4:30p - 6:00p EST
Location
Terrace Bay Hotel
Note
Meeting will take place in the Grand Ballroom.