An educational event designed to help you build a confident, secure retirement — without the pressure. Get clear answers about Social Security, Medicare, retirement income, taxes, and more in a relaxed, easy-to-understand format.
An educational event designed to help you build a confident, secure retirement — without the pressure. Get clear answers about Social Security, Medicare, retirement income, taxes, and more in a relaxed, easy-to-understand format.
Flavio is an independent financial advisor and fiduciary who helps individuals nationwide create retirement income strategies, manage investments, secure their retirement, and make smart, personalized financial decisions.
Bailey is a dedicated agent with a passion for guiding people with their planning. She’s consistently a top agent with CFG and a specialist with Medicare and other Health coverages. Bailey loves making connections with people and creating lasting relationships.
Anyone age 55+ who is retired or approaching retirement and wants to make smarter financial choices with Medicare, Social Security, income planning, and taxes.
No. The workshop is completely free and purely educational.
Absolutely not. This is an informational event — no pressure, no product pushing.
Yes! There will be time for questions at the end of the workshop.
Plan for about 45–60 minutes. Many attendees choose to stick around and chat with the hosts after.
If you need any special accomodations for these meetings, you can contact your local host by replying to the confirmation email you will receive. This email contains details about the event as well as contact information for your local host.
These workshops are only for educational purposes. There is no obligation to enroll, and therefore no plan specific benefits will be discussed.
By providing the requested information above, I acknowledge that my local host may contact me regarding Medicare plans using the information I’ve provided.