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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.
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, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees as we continue to experience the impact of COVID-19.
If you would like us to contact you when the next seminar or event becomes available, please provide your information below.
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