Events

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly. Learn how to use the family money talks approach to hold engaging and productive conversations about wealth - without discussing assets.

Joins us for this online presentation of “ Family Money Talks”, we will cover:

• What a family money talk is
• Three types of intelligence
• How to begin a family money talk

Understanding Medicare from A to D

An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. This presentation will help guide you through the essentials of Medicare, including:

• An introduction to the program, its coverage and its costs
• The enrollment process, and where and how to start
• Coordinating Medicare benefits with other forms of insurance
• The resources available to help individuals

Are you approaching retirement age or helping a loved one navigate the complexities of Social Security and Medicare? Join us for an informative and empowering presentation of "Social Security & Medicare: Get What's Yours." This session is designed to demystify the often-confusing landscape of these crucial programs, ensuring you receive the benefits you have earned.

In this presentation, we will cover:

Understanding Social Security: Learn the basics of Social Security, including eligibility, how benefits are calculated, and the best time to start claiming your benefits to maximize your financial security.

Decoding Medicare: Gain insights into the different parts of Medicare (Part A, Part B, Part C, and Part D), what they cover, and how to choose the right plan for your healthcare needs.

Maximizing Your Benefits: Discover strategies to optimize your Social Security and Medicare benefits, including tips for coordinating benefits with a spouse, understanding the implications of working while receiving benefits, and navigating the application process.

Whether you’re planning for retirement or assisting someone who is, this presentation will equip you with the knowledge and confidence to make informed decisions about Social Security and Medicare.

Don’t miss this opportunity to ensure you get what’s yours.

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself.

We’ll explore:

• Your Age vs your Brain’s Age
• The Importance of Brain Health
• How to Age-Proof Your Brain

For the last 19 years, R. Miller& Associates has organized an annual golf outing to support a local non-profit, bringing together families, friends, and colleagues. These annual events have created lasting joy and memories. Participants return year after year not just for the game, but toreunite with friends or spend quality time with family, forging new bonds andstrengthening old ones. It is a day where friendships blossom, connectionsdeepen, and families share a special experience.

Each year, as the golf outing ends,guests gather for a festive lunch while sharing stories from the day andeagerly anticipating the contest winner announcements. This tradition has become a special part ofthe R. Miller & Associates community, embodying our values of family, care, and partnership.

You are invited to the 20th Anniversary Charity Golf Outing hosted by R. Miller & Associates to create your own memorable moments and support the important work done by the non-profit organization - Family Reach.

Family Reach is a Boston based, non-profit organization that providesfinancial support for families facing cancer across the country. Their missionis to remove the financial barriers standing between cancer patients and theirtreatment by providing non-medical financial support. To learn more aboutFamily Reach, or to make a tax-deductible donation, visit https://familyreach.org/our-mission/

Financial confidence means being prepared for dreams and detours on your path in life. This presentation will provide considerations and planning steps for some of life’s major milestones and help you navigate through relationship changes, major purchases and savings goals, retirement, changes in health, aging and caregiving and leaving a legacy