Confused About Health Insurance Options? Pre Medicare and Medicare as well as Long-term Care insurance.Confused about health insurance options, especially when considering early retirement? Learn about health insurance coverage in Minnesota, current cost trends and approaches to coverage. Learn to navigate the options inside employer sponsored plans and the options for self-employed and self-insured plans, both pre-Medicare and post Medicare. We also cover long-term care options and finish the class engaging in real life approaches.
Coming soon - SIGN up via our link below:
Thursday, September 12, 6:30 - 8:00 pm PART ONE
Thursday, September 19, 6:30 - 8:00 pm PART TWO
$30 per person
Space is limited so sign up soon if you are interested in attending.
Staff Development Center, Enter Door 7
2727 North Ferry Street
Anoka, MN 55303
Jean M Wolfe,CFP. Jean has been providing financial plans and investment, and insurance advice for over 25 years. She works for Baird with her partner Kurt Kobes.
Kurt Kobes has advised clients since 2009 with financial planning, investment and insurance solutions. He works with Jean at Baird.
Greg Mergens. Greg has been involved in the insurance industry for more than 25 years. He works directly with individuals and employers on their insurance needs. Whether it is health, Medicare, life, dental, disability or home or auto insurance, Greg works with clients to help find the products that best meet their needs.
Retirement Planning Today - NEW Classes October 2019
NEW location - Minnesota State Mankato , Graduate and Professional Education Center -7700 France Avenue South , Edina, MN 55435
DATES: Tuesdays October 1st and 8th at 6:30 - 9:30 OR Saturdays October 5th & 12th
2 sessions - 3 hours each
We cover all the major areas of your financial plan. This class is comprehensive and will give you valuable insight into retirement planning steps and actions.
www.rsvp.courses and enter course id. JB3PA1
cost: $59 per workbook and couples can share one workbook for the one fee.