Broker Check
30 April
Retirement Planning Conversation

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

7146 P Road
Gladstone , MI 49837

Note

Meeting will take place in the Grand Ballroom.

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PT1H30M

Event Registration

Will you be able to attend this event?