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Medicare 101: Everything You Need To Know About Medicare - Hosted by Dave Wilkins
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 SW-AZ Medicare 101. You won't want to miss this event!
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Medicare Professional
Dave Wilkins is the founder and president of Secure Retirement Advisors, LLC. With over 34 years of financial services and investment management experience, Dave has extensive industry knowledge as a Registered Investment Advisor. Having held FINRA Securities licenses that include the Series 6, 7, 24 and 63 over the past 32 years, Dave has experienced many economic, political and financial cycles.
With the opening of the Casa Grande area office he has fulfilled a long-held goal: that of offering in one location all of the professionals who can provide the services a retiree needs in the areas of managing their retirement assets, preparing wills and trusts, tax return preparation, and providing them with home, auto, life, long-term care and Medicare insurance.
He has earned the LUTCF designation from The American College and has also earned The Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is licensed for insurance and investments. Dave and his team approach every client from the perspective that no two clients are alike, and each client deserves a recommendation of what is best for their particular situation. He is like a doctor of finance; he always customizes his recommendations for each client’s specific situation and refers clients to a specialist when necessary. Take advantage of the Secure Retirement Solutions team of professionals with the expertise and experience to help you navigate the perilous world of investing and make sure your retirement assets and income are protected for the future.
Dave has two grown children and one granddaughter and one grandson living in Arizona. He enjoys horseback riding, team roping and deep-sea fishing in his spare time.
With the opening of the Casa Grande area office he has fulfilled a long-held goal: that of offering in one location all of the professionals who can provide the services a retiree needs in the areas of managing their retirement assets, preparing wills and trusts, tax return preparation, and providing them with home, auto, life, long-term care and Medicare insurance.
He has earned the LUTCF designation from The American College and has also earned The Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is licensed for insurance and investments. Dave and his team approach every client from the perspective that no two clients are alike, and each client deserves a recommendation of what is best for their particular situation. He is like a doctor of finance; he always customizes his recommendations for each client’s specific situation and refers clients to a specialist when necessary. Take advantage of the Secure Retirement Solutions team of professionals with the expertise and experience to help you navigate the perilous world of investing and make sure your retirement assets and income are protected for the future.
Dave has two grown children and one granddaughter and one grandson living in Arizona. He enjoys horseback riding, team roping and deep-sea fishing in his spare time.
Attended
(6)
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