Brown Bag: Planning for Healthcare in Retirement

Planning for Healthcare in Retirement
Presented by Christopher Mallon, Program Manager
Financial Planning & Investment Team at Cornerstone Bank

Tuesday, January 28 at Noon
Chamber Conference Room
46 Hall Road, Sturbridge

FREE for CMS Chamber Members, $15 for non-Members.
Space is Limited! Please RSVP. Call 508-347-2761
or email info@cmschamber.org to save your spot!

Feel free to bring your lunch. Use our microwave to heat it up! Relax, learn and grow with us!

This presentation includes an overview on Medicare, as well as some related planning strategies.

Key questions that will be answered in the presentation:

What is the current outlook for the healthcare system in the USA?

How much will my healthcare expenses be during my retirement?

When do I become eligible for Medicare?

How do I enroll or make changes (if I’m already enrolled)?

What are the different parts of Medicare & what do they cover?

What’s the difference between traditional Medicare & Medicare advantage plans?

What are some strategies to help me save on my Medicare expenses (i.e. prescription coverage, etc.)?

Are there any helpful resources I should be made aware of?

If you’ve ever asked yourself any of the above questions & want to learn more — please register for this event!

Please note: This is NOT a product sales presentation of any kind and is kept strictly educational.

PRESENTER BIO: Christopher Mallon, Program Manager
Mr. Mallon serves as the Program Manager for the Financial Planning & Investment team located at Cornerstone Bank.

In this role he is responsible for client engagement & marketing initiatives.

Prior to joining, he spent over a decade partnering with top Financial Advisors across the Midwest and Northeast on behalf of some of the industry’s largest asset managers; including Putnam Investments & Nuveen Investments.

Mr. Mallon brings a wide array of Wealth Management, Practice Management & Investment expertise to the team.
He is a both a registered Investment Advisor and Securities Broker and holds his Series 7 & 65 licenses.

He is the proud father of identical girls and enjoys fly-fishing & golfing in his spare time.