Wealthguide Workshop Security and Medicare

Wealthguide Graphic
 

 

You’re Invited!

Wednesday, October 18th
9:30 am – Noon

Agenda
9:30 am — Medicare
10:30 am — Security
11:30 am — Investor360°®

DoubleTree
1111 Jefferson Rd
Rochester, NY 14623

RSVP by October 10th

For Questions Contact: tricia@oakwoodaccess.com

Guests are welcome.

Continental breakfast will be served.

Cyber Security

Expert Advice from the Secret Service on Cyber and Personal Security

Keep yourself and your online identity safe. There are no fool-proof solutions. Increasing awareness and adopting protective measures are key. Should your information be compromised, be prepared to respond to the threat.

Guest Speaker: Brad Jacobs, Secret Service Agent, U.S. Secret Service

medicare with buffer

Medicare for 2018

Whats new this year?
• deadline to enroll and process to apply
• services covered and those that are not
• private insurance plan options and costs
• keeping group coverage
• status of dependents

Guest Speaker: Rick Grossmann, CLU
ROC Insurance

Investor360 large

More than a place to view your account online.

It's more than a place to view your accounts online. Explore the features and benefits of Investor360°® and how you can access important documents from anywhere. We will also discuss the electronic safeguards OakWood and Commonwealth have in place to protect your information.

Mike McNaughton, CFP®, CLU®, CLTC, AIF®
Dan Schmitz, AIF®, CLTC
OakWood Financial Services