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Cal Medicare 101: Everything You Need To Know About Medicare - Hosted by Bill Burke
About This Webinar
You are cordially invited to join us for a special webinar as we discuss important topics for those who are approaching age 65. Medicare 101 is a complimentary 45-minute online, informational workshop for the community brought to you by California Medicare 101. You won't want to miss this event!
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Retirement Income & Preservation Specialist
After 40+ years of setting up succession plans, Bill has discovered a new challenge facing baby boomers: They need a guide to help navigate the next 40 years!
For the first half of their lives, boomers worked with accumulation specialists to build up their nest egg. Now, that nest egg needs to produce income for the next 40 years...maybe even longer!
A new strategy is needed and Bill's skills in distribution strategies could help. The next season of life will be defined by decisions made in the first five years of retirement. Taxes, inflation, interest rates, health expenses, market volatility and longevity may provide potentially significant challenges for the unwary.
Bill's role is to ensure you know what you don't know because what you don't know can scuttle even the best of intentions.
The final season of life should be the best season of all - you've earned it! After all, what you want is fairly simple.
You want the ability to:
- Do what you want
- When you want
- With whom you want
- For as long as you want
Bill is a fiduciary and registered investment advisor as well as a Master Elite IRA advisor for the Ed Slott, CPA organization.
Bill has held his health and life insurance license since 1972 and has been a Certified Financial Planner since 1983.
CA License #0446951
For the first half of their lives, boomers worked with accumulation specialists to build up their nest egg. Now, that nest egg needs to produce income for the next 40 years...maybe even longer!
A new strategy is needed and Bill's skills in distribution strategies could help. The next season of life will be defined by decisions made in the first five years of retirement. Taxes, inflation, interest rates, health expenses, market volatility and longevity may provide potentially significant challenges for the unwary.
Bill's role is to ensure you know what you don't know because what you don't know can scuttle even the best of intentions.
The final season of life should be the best season of all - you've earned it! After all, what you want is fairly simple.
You want the ability to:
- Do what you want
- When you want
- With whom you want
- For as long as you want
Bill is a fiduciary and registered investment advisor as well as a Master Elite IRA advisor for the Ed Slott, CPA organization.
Bill has held his health and life insurance license since 1972 and has been a Certified Financial Planner since 1983.
CA License #0446951
Wealth Advisor and Relationship Manager
Dave Allen is a Wealth Advisor and Relationship Manager for Vivaldi Capital Management San Diego. He has 38 years of experience in the financial services industry and held branch manager positions at several major Wall Street firms. As a result, David offers a unique skill set in today’s financial world.
As a Wealth Advisor and Relationship Manager, Dave helps Vivaldi clients with all facets of financial and retirement planning. His end goal is to bring more meaning and significance to the personal and financial lives of his clients and co-workers.
After attending the University of Utah, Dave spent 16 years in Anchorage, AK where he managed the EF Hutton office. He was a complex manager for Merrill Lynch and a branch manager for Morgan Stanley. Dave has been active in every community in which he has lived holding board positions with Chambers of Commerce, Rotary, and numerous non-profit entities.
As a Wealth Advisor and Relationship Manager, Dave helps Vivaldi clients with all facets of financial and retirement planning. His end goal is to bring more meaning and significance to the personal and financial lives of his clients and co-workers.
After attending the University of Utah, Dave spent 16 years in Anchorage, AK where he managed the EF Hutton office. He was a complex manager for Merrill Lynch and a branch manager for Morgan Stanley. Dave has been active in every community in which he has lived holding board positions with Chambers of Commerce, Rotary, and numerous non-profit entities.
Attended
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