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Managing Healthcare Expenses in Retirement

September 19 @ 12:00 pm - 1:00 pm

Cost: Free
Speaker: Chuck Vickery

Now is the time to start planning for health care expenses in retirement. Join our founder Chuck Vickery to find out what you need to do to obtain the coverage you need and protect against rising costs.

Register for the noon event

Submit questions ahead of time:
marketing@elevate-wealth.com

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Details

Date:: September 19
Time:: 12:00 pm - 1:00 pm
Website:: https://us02web.zoom.us/webinar/register/WN_MjKxQsGVRA6DmxrYr6z6iA

Meet the Elevate Advisory Team

Our ‘ensemble’ approach helps ensure that investors and their assets are supported in far greater ways than what an individual manager can provide.

Deanne S. Rosso, CFP®

President & CEO, Wealth Adviser

Deanne’s wealth advice

Your scarcest resource is your time, align your financial resources with how you envision spending that time.

Charles J. Vickery, CLU, ChFC

Wealth Adviser

Chuck’s Wealth Advice

There are two ways to get rich, slowly or never.

Clarke C. Holt

Wealth Adviser

Clarke’s wealth advice

Have an investment plan and stick with it. Focus on what you can control.

Robert M. Fezekas, CFA

Wealth Adviser

Rob’s wealth advice

Successful investing requires neither luck nor skill, just a good deal of patience and a little education.

David M. Jenkins

Wealth Adviser

David’s wealth advice

Success in reaching your goals is the sum of all the little decisions you make along the way.

Deanna Bloom

Advanced Planning Coordinator, Wealth Adviser

Deedee’s wealth advice

Set your life goals, make a plan, and stick to it.

Brian Rosso, CFA

Wealth Adviser Associate

Brian’s wealth advice

It’s better to look ahead and prepare than to look back and regret.

Dawn-Marie Schell

Executive Assistant

Dawn’s wealth advice

Today can be enjoyed while saving for tomorrow.

Caroline Farrow

Client Support Adviser

Caroline’s wealth advice

It’s never too early to start saving for retirement.

Betsy Kenyon

Marketing Coordinator

Wealth Advice

Unless you are a financial expert, don’t try to do it yourself. Hire the right person to help you!

Merri Mullinax

Hospitality Coordinator/Receptionist

Wealth Advice

Plan your work, work your plan, and focus on the larger picture.

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Deanne S. Rosso, CFP®

President & CEO, Wealth Adviser

Deanne’s wealth advice

Your scarcest resource is your time, align your financial resources with how you envision spending that time.

Charles J. Vickery, CLU, ChFC

Wealth Adviser

Chuck’s Wealth Advice

There are two ways to get rich, slowly or never.

Clarke C. Holt

Wealth Adviser

Clarke’s wealth advice

Have an investment plan and stick with it. Focus on what you can control.

Robert M. Fezekas, CFA

Wealth Adviser

Rob’s wealth advice

Successful investing requires neither luck nor skill, just a good deal of patience and a little education.

David M. Jenkins

Wealth Adviser

David’s wealth advice

Success in reaching your goals is the sum of all the little decisions you make along the way.

Deanna Bloom

Advanced Planning Coordinator, Wealth Adviser

Deedee’s wealth advice

Set your life goals, make a plan, and stick to it.

Brian Rosso, CFA

Wealth Adviser Associate

Brian’s wealth advice

It’s better to look ahead and prepare than to look back and regret.

Dawn-Marie Schell

Executive Assistant

Dawn’s wealth advice

Today can be enjoyed while saving for tomorrow.

Caroline Farrow

Client Support Adviser

Caroline’s wealth advice

It’s never too early to start saving for retirement.

Betsy Kenyon

Marketing Coordinator

Wealth Advice

Unless you are a financial expert, don’t try to do it yourself. Hire the right person to help you!

Merri Mullinax

Hospitality Coordinator/Receptionist

Wealth Advice

Plan your work, work your plan, and focus on the larger picture.

Elevate Wealth Advisory
190 Hawthorne Park
Athens, GA 30606

Phone 706-353-2728
Email info@elevate-wealth.com

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Events

Managing Healthcare Expenses in Retirement

September 19 @ 12:00 pm - 1:00 pm

Details

Meet the Elevate Advisory Team

Deanne S. Rosso, CFP®

Deanne’s wealth advice

Charles J. Vickery, CLU, ChFC

Chuck’s Wealth Advice

Clarke C. Holt

Clarke’s wealth advice

Robert M. Fezekas, CFA

Rob’s wealth advice

David M. Jenkins

David’s wealth advice

Deanna Bloom

Deedee’s wealth advice

Brian Rosso, CFA

Brian’s wealth advice

Dawn-Marie Schell

Dawn’s wealth advice

Caroline Farrow

Caroline’s wealth advice

Betsy Kenyon

Wealth Advice

Merri Mullinax

Wealth Advice

Deanne S. Rosso, CFP®

Deanne’s wealth advice

Charles J. Vickery, CLU, ChFC

Chuck’s Wealth Advice

Clarke C. Holt

Clarke’s wealth advice

Robert M. Fezekas, CFA

Rob’s wealth advice

David M. Jenkins

David’s wealth advice

Deanna Bloom

Deedee’s wealth advice

Brian Rosso, CFA

Brian’s wealth advice

Dawn-Marie Schell

Dawn’s wealth advice

Caroline Farrow

Caroline’s wealth advice

Betsy Kenyon

Wealth Advice

Merri Mullinax

Wealth Advice

Are you ready to begin living your best life?

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