Events

Elections bring uncertainty. However, navigating with confidence requires finding clarity through the noise. During this complimentary presentation we will draw insights from viewing historical parallels enabling clients to make more informed decisions in their portfolios. This presentation will also provide perspective on the status of the markets and conclude with a Q&A session.

Presented by Karen Drancik, Senior VP - Neuberger Berman who will share about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, discussing how you can create a plan to help your loved ones. During this complimentary session, we will help answer your questions such as:

• What do you have today?

• Where is it located?

• Who do you contact?

Please join your host Gitesh Bhaga, Financial Advisor, with Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, for this special virtual event.

Presented by Danielle Roberts, founding partner at Boomer Benefits, who will provide practical, actionable insights to help you understand Medicare and guiding you through available insurance options. During this complimentary session, we will cover the following topics:

· History of Medicare

· Medicare parts and when to enroll

· Medicare costs

· Medigap

· Medicare Advantage