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Your Roadmap to Retirement | Educational Workshops

At Cornerstone Insurance Group we’re committed 100% to educating our clients and community about important topics related to Medicare, Insurance, Life and Annuities, Long-Term and Critical Care. We designed these workshops as a resource for you, with a group of trusted experts that specialize in these important fields.

Upcoming Dates Coming! Some Topics discussed include:

  • Long Term Care 
  • Senior Living Options
  • Elder Law
  • Protecting your Retirement using Annuities
  • Life Insurance (Final Expenses, Legacy Giving, etc)

Please give us feedback on topics you would be interested in by contacting us online or by phone at 425-595-5028

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Workshop Topics Explained

Medicare 101

Learn your A’s, B’s, C’s and D’s! Medicare ‘Advantage’ versus ‘Supplement’ Plans: When to enroll, learn about your coverage and options, and how to shop for a plan that best fits your needs.

Long Term Care

We’ll talk about the reality of needing this type of care and your options to cover the costs. Plus! Is Long-Term Care Insurance a good fit for you? We’ll cover the basics and more!

Elder Living

Should I stay or should I go? When is the best time to downsize of ‘Rightsize’ your living situation? What are your options, and how do you take the next steps?

Social Security Maximization

How to decide the best time to begin accepting your payment and how to maximize your overall benefit.

Estate Planning

Many important documents such as wills, trusts, healthcare directives and power of attorneys that should be in order. Make it easier by addressing these properly. We’ll share some ways to stay on top of these items and resources on taking next steps.

Final Arrangements

Making these means your family members won’t be burdened. We call it ‘The Final Loving Gesture’.

Protecting Your Retirement

You’ve worked hard for it! Now it’s time to protect it. We’ll discuss investment vehicles for a safe and guaranteed return on your hard earned nest egg.

 

Looking for Medicare help? 

 Email us to get scheduled into an informative Medicare meeting, or individual meeting that is convenient for you. We hold meetings by phone or in person appointments. Let us help you navigate the Medicare maze. As always, our services are at no cost to you.

 

Do you want us to come to your place of employment to host a Medicare educational group meeting, or schedule an online Medicare 101 webinar? Reach us at 
admin@CornerstoneReady.com