About This Webinar
Retirement is a personal journey that involves more than money decisions. By understanding all the aspects of your retirement journey, you can plan for the future with confidence and clarity. During this presentation, we will explore the different retirement decisions most people face that go beyond the focus on money.

This course is designed to help you gain a better understanding of some key areas that, if addressed properly, can help contribute to a successful retirement.

It is purely educational – no specific products or services will be offered.


• What are the filing rules and strategies?
• If I’m not happy with my filing strategy, can I correct it?
• How longevity and our plans to work in retirement play into our decisions.

• Key points to remember about Medicare.
• What are the different Medicare options?
• How to protect yourself against long term care needs.

• Key steps we can take to help prepare for aging.
• What can we do to help protect ourselves from chronic and catastrophic health conditions?
• How do Social Security Survivor benefits work?

Jared Weber
Jared is an experienced Wealth Manager who has been working with individuals, families and business owners since 2007. His approach has always involved making sure that his clients are educated and understand the strategies that are being put in place. He works with his clients to take a holistic approach to the planning process. As a Chartered Financial Consultant (ChFC®), he is equally adept at working with both insurance and wealth management needs and will address all areas of one’s financial life.

One of Jared’s main focuses is on retirement planning. He believes that a retirement plan that only looks at how you accumulate wealth does not fully address your retirement needs. He works with his clients to look at their protection strategies and maps out a distribution plan in retirement. Through the use of sophisticated cash flow planning software, his clients are privy to an interactive model that allows for exploring a variety of “what if” scenarios to see whether their retirement plan is on track; what gaps exist; and how different strategies will impact their retirement picture.

As a big believer in educating clients, he has a passion for working with individuals who have been thrust into major life-changing events such as divorce or the death of a spouse. He will take the extra time to work with these clients to understand areas of their financial lives that they may not have been responsible for handling in the past. Nothing is more rewarding than helping a client sort through their newly changed situation and giving them the guidance and confidence to move forward.

Jared maintains the FINRA Series 6, 63, 65 and 7 registrations along with his Life & Health and Property & Casualty Insurance licenses. He has a Bachelor of Science degree in Mathematics from Union College in New York.

Securities offered through Calton & Associates, Inc. member FINRA & SIPC. Advisory services offered through RMR Wealth Builders, Inc. a registered investment adviser. RMR Wealth Builders, Inc. and Calton & Associates, Inc. are separate entities.