Preparing for Your Journey Into Retirement
Name:
Preparing for Your Journey Into Retirement
Date:
May 7, 2019
Time:
6:00 PM - 7:30 PM PDT
Stacy Paradise, CRPC®, Wealth Adviser
Event Description:
Please RSVP by registering for your FREE Tickets on Eventbrite!
https://www.eventbrite.com/e/preparing-for-your-journey-into-retirement-tickets-59078305803
Are you or someone you know curious about Medicare enrollment and benefits, Long-Term Care options or where you can afford to live if you need assistance during your retirement years? Then this event is for you!
Information provided by:
Stacy Paradise, CRPC®, Wealth Adviser
Stacy has been registered with FINRA since 2000 and specializes in personal financial planning, including investment advisory services with a focus on family financial strategies, Long Term Care Insurance needs, and retirement planning. Stacy holds the designation of Chartered Retirement Planning Counselor? and is passionate about helping people live their financial lives to the highest potential. United Capital 1200 Scenic Drive, Suite 111 Modesto, CA 95355 Office: 209-530-1515 Fax: 209-530-1522 Email: stacy.paradise@unitedcp.com CA Insurance License #0C77786 Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative and investment adviser representative of and offering through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Christine Sevier, Senior Living Advocate
Christine specializes in providing seniors with complementary advocacy, education, referrals and community resources. She had spent ten years serving as a local Advocate, Case Manager and as a Mental Health Counselor at John Muir Hospital which made her an expert at identifying and navigating community resources. When Christine was appointed as her grandmother’s conservator she decided to found Creating New Hope out of necessity. She has a BA in Psychology from John F. Kennedy University California Certified Administrator for Residential Care for the Elderly (RCFE) Office: 925-495-0330 Email: christine@creatingnewhope.org
Susan Lucas, Medicare Benefits Educator
Susan is an Insurance Broker providing Medicare Education and complimentary client sessions to help beneficiaries understand their health care options and find a plan that fits their needs and budget. Susan is a professional Medicare broker in Solano, Contra Costa and Marin counties. She is able to guide her clients and recommend other resources in their communities that may be beneficial. My Insurance Solutions, 1075 First St, Suite 6, Benicia, CA 94510. Office: 707-243-8002. Fax: 707-745-0281 Email: info@susanplucas.com Life, Accident & Health Agent #0L70129 By calling the number above you will be connected to a licensed sales agent. *A sales person will be present with information and applications. **For accommodation of persons with special needs call 707-243-8002 TTY 711.
https://www.eventbrite.com/e/preparing-for-your-journey-into-retirement-tickets-59078305803
Are you or someone you know curious about Medicare enrollment and benefits, Long-Term Care options or where you can afford to live if you need assistance during your retirement years? Then this event is for you!
Information provided by:
Stacy Paradise, CRPC®, Wealth Adviser
Stacy has been registered with FINRA since 2000 and specializes in personal financial planning, including investment advisory services with a focus on family financial strategies, Long Term Care Insurance needs, and retirement planning. Stacy holds the designation of Chartered Retirement Planning Counselor? and is passionate about helping people live their financial lives to the highest potential. United Capital 1200 Scenic Drive, Suite 111 Modesto, CA 95355 Office: 209-530-1515 Fax: 209-530-1522 Email: stacy.paradise@unitedcp.com CA Insurance License #0C77786 Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative and investment adviser representative of and offering through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Christine Sevier, Senior Living Advocate
Christine specializes in providing seniors with complementary advocacy, education, referrals and community resources. She had spent ten years serving as a local Advocate, Case Manager and as a Mental Health Counselor at John Muir Hospital which made her an expert at identifying and navigating community resources. When Christine was appointed as her grandmother’s conservator she decided to found Creating New Hope out of necessity. She has a BA in Psychology from John F. Kennedy University California Certified Administrator for Residential Care for the Elderly (RCFE) Office: 925-495-0330 Email: christine@creatingnewhope.org
Susan Lucas, Medicare Benefits Educator
Susan is an Insurance Broker providing Medicare Education and complimentary client sessions to help beneficiaries understand their health care options and find a plan that fits their needs and budget. Susan is a professional Medicare broker in Solano, Contra Costa and Marin counties. She is able to guide her clients and recommend other resources in their communities that may be beneficial. My Insurance Solutions, 1075 First St, Suite 6, Benicia, CA 94510. Office: 707-243-8002. Fax: 707-745-0281 Email: info@susanplucas.com Life, Accident & Health Agent #0L70129 By calling the number above you will be connected to a licensed sales agent. *A sales person will be present with information and applications. **For accommodation of persons with special needs call 707-243-8002 TTY 711.
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