September 17th, 20244:00 p.m. Central
September 17th, 2024 | 4:00 p.m. Central
Virtual
Medicare 101: Insights from Caravus Experts
Put the days of sifting through countless Medicare promotional emails, postcards and phone calls behind you. Register for our upcoming webinar and get every piece of information you need in one place.
This webinar will cover:
- Medicare terms & paper rules
- How to choose coverage options
- Upcoming Medicare changes
- Enrollment timelines
- How our team helps individuals navigate through the Medicare transition process
Register Now
Featured Speakers
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Dana joined Caravus in April 2018 and has served as an Advisor in both the Pre-Medicare and Medicare Markets throughout her career. She is passionate about breaking down the complexities of health insurance for her clients, while guiding them through their options to select plans that work best for their unique needs. Outside of work, she enjoys spending time in nature with her partner Randy, their 15-month-old daughter Nova, and rescue pup Ruthie.
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Brian Brush practices financial planning and wealth management with an evidence-driven approach. His client-first philosophy helps him provide comprehensive fiduciary advice to individuals and families at every stage of life. He credits providing clients peace of mind while building lasting relationships as one of the most fulfilling aspects of his career.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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October 30th, 2024 | 11:30 a.m. Central
Virtual
Should You Name a Trust as Your IRA Beneficiary?
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.