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About This Webinar
The U.S. Retirement Education Association is pleased to announce our Medicare 101 workshop. You are cordially invited to join us for this special event, where we will discuss crucial topics for individuals approaching the age of 65. Medicare 101 is a complimentary 50-minute informational presentation for the community. This is an event you will not want to miss!
Language:
English
Who can attend? Everyone
Featured Presenters
Scott Lucas and his wife Shari live in Greensburg, PA, serving the Pittsburgh area at-large. Scott is a CERTIFIED FINANCIAL PLANNER™️(CFP®️), Certified Kingdom Advisor®️ (CKA®️). He served as the Executive Vice President with his previous firm and has been advising clients in financial affairs and helping people transition into Medicare for over 13 years.
Scott also completed graduate work in 2004 from Duquesne University to earn his MSEd with a concentration in Counseling. This education and training gives him a unique approach to advising clients that is both results driven as well as collaborative in nature. His relational touch helps clients navigate financial affairs and decisions with confidence, together asking the right questions and finding the client’s best answers.
Scott’s passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances and healthcare.
Feel free to reach out to Scott either via email at scott.lucas@creativefinancialdesigns.com or phone at 724-875-2202.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lucas Wealth and Insurance planning is not affiliated with the cfd companies.
Scott also completed graduate work in 2004 from Duquesne University to earn his MSEd with a concentration in Counseling. This education and training gives him a unique approach to advising clients that is both results driven as well as collaborative in nature. His relational touch helps clients navigate financial affairs and decisions with confidence, together asking the right questions and finding the client’s best answers.
Scott’s passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances and healthcare.
Feel free to reach out to Scott either via email at scott.lucas@creativefinancialdesigns.com or phone at 724-875-2202.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lucas Wealth and Insurance planning is not affiliated with the cfd companies.
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