Wealthguide Workshop Security and Medicare
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 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
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