- This event has passed.
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.
Natalie Berning, CFP®
Money is a very personal topic and it can be uncomfortable to talk about, so I want you to know that you are in a safe space. I work hard to make what I do understandable because I realize that financial concepts can be foreign, boring or anxiety-inducing for many people. I’m here to help you make sense of financial planning and develop a roadmap that will work for you.
I am a CERTIFIED FINANCIAL PLANNERTM with licenses Series 7 and 66, as well as an Oregon residential Life and Health Insurance license. I graduated from Portland State University with Master’s degrees in Business Administration and Philosophy. In my free time, I enjoy trying new restaurants, staying active and spending time with family in the Willamette Valley.
At this time, there are no additional seminars related to this topic. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live seminars and webinars.
If you have questions about our seminars or events, please provide your information below.
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.