Closer Look | She Builds Wealth | Session Three

A Safety Net Strategy: Understanding Life, Disability & Medicare

Presented by Kelly Presson & Bridget Beddell CFP®, CRPS®  

• When you really need life insurance—and when you don’t
• The role of disability and long-term care insurance (and common pitfalls)
• How Medicare and supplemental health coverage work at retirement
• Key differences between group vs. individual coverage
• How to align your insurance with your stage of life and financial goals

This is a hybrid event which is also available virtually.