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Understanding Your Medicare Options

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As you approach retirement, making the important transition to Medicare will likely play a significant part of your retirement planning process. The choices are vast and often driven by many factors including your personal health, choice of doctors, prescription needs, overall expenses and even your zip code.

Join our live webinar as we explain all the benefit options of Medicare, as well as costs and other important considerations to help you prepare for a smooth transition to the plan that is right for you.

This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.

Presenter

DJ Kerr portrait

Donald (DJ) Kerr III, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Working with a team of experts means you can think about “return on life” instead of worrying about return on investment. If you are concerned about long-term financial sustainability, I can help you craft a roadmap to weather financial storms, determine how much is enough and ensure your legacy includes both wealth and wisdom. I believe in providing education to minimize the mystery of financial services and investments.

I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Date & Time
November 3, 2021 @ 12:00 pm - 1:00 pm
Venue
Webinar
Cost
Free
Register
Register now

Other Upcoming Events

At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live webinars.

If you have questions about our seminars or events, please provide your information below.

Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
https://brokercheck.finra.org/

Registration

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