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Medicare 101: Everything You Need To Know About Medicare - Hosted by David Zofness
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 Missouri Medicare 101. You won't want to miss this event!
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Medicare Professional
David Zofness is the president and founder of RZA Wealth Management. Dedication to listening closely and truly getting to know clients are what keeps clients coming back to him. He sincerely cares about understanding their needs, goals and current level of knowledge before making recommendations. Because, as he puts it, “My client’s interests are my only interest.” With that in mind David has added MOMedicare101 educational workshops to the portfolio of services offered by RZA Wealth Management.
Influenced by his interest in economics and his love of helping others, David attended Oklahoma State University where he earned a degree in economics before going on to earn his Certificate of Personal Financial Planning, Chartered Life Underwriter®️ (CLU®️) designation and Chartered Financial Consultant®️ (ChFC®️) credentials from The American College.
He is driven by the desire to do the right thing for his clients, and his extensive education and passion for working with both individuals and businesses allows him to do so. David uses easy-to-understand language with clients, giving them the opportunity to really understand what they’re doing with their money, so they can be confident with their retirement futures.
Outside of work, David enjoys spending time with friends and family and doing anything that involves being outdoors.
State License #169509
Influenced by his interest in economics and his love of helping others, David attended Oklahoma State University where he earned a degree in economics before going on to earn his Certificate of Personal Financial Planning, Chartered Life Underwriter®️ (CLU®️) designation and Chartered Financial Consultant®️ (ChFC®️) credentials from The American College.
He is driven by the desire to do the right thing for his clients, and his extensive education and passion for working with both individuals and businesses allows him to do so. David uses easy-to-understand language with clients, giving them the opportunity to really understand what they’re doing with their money, so they can be confident with their retirement futures.
Outside of work, David enjoys spending time with friends and family and doing anything that involves being outdoors.
State License #169509
Moderator
Julie Ravensberg recently joined RZA Wealth Management as Insurance & Annuity Manager. She attended Indiana University’s Kelley School of Business and worked as a Meeting and Event Coordinator in both corporate and nonprofit settings for eight years before taking time off from the workforce to stay home with her four young children.
Julie thrives on planning and executing strategies that accomplish a common goal. She is eager to put her talents back to use working with clients to map out their financial futures. She is learning from David’s 35 years of experience and commitment to his clients. Julie understands the high level of dedication David has with his clients and has the utmost respect for that relationship. Julie is excited to work with David as they continue to serve the best interest of their clients.
Outside of work, you’ll find Julie hanging out with her husband and their four kids, usually at one of the kids’ practices or games.
Julie thrives on planning and executing strategies that accomplish a common goal. She is eager to put her talents back to use working with clients to map out their financial futures. She is learning from David’s 35 years of experience and commitment to his clients. Julie understands the high level of dedication David has with his clients and has the utmost respect for that relationship. Julie is excited to work with David as they continue to serve the best interest of their clients.
Outside of work, you’ll find Julie hanging out with her husband and their four kids, usually at one of the kids’ practices or games.
Attended
(5)
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