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Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investment products will be discussed.
George Koeltl is a CERTIFIED FINANCIAL PLANNER™ professional at Reby Advisors, specializing in retirement income planning, tax planning and minimizing financial risks for families. He is also a Chartered Retirement Planning Counselor (CHRPC®) as well as a Certified Divorce Financial Analyst (CDFA™). George joined Reby Advisors in 2005 after serving wealth management clients as a financial advisor for Merrill Lynch and UBS.
George Koeltl CERTIFIED FINANCIAL PLANNER™
This is a 60-minute interactive workshop. Select a date that best fits your schedule.
Evening Workshop March 26, 6:00 PM Ridgebury Corporate Center 44 Old Ridgebury Road Danbury, Connecticut 06810
Free Lunch and Learn March 28, 12:30 PM Ridgebury Corporate Center 44 Old Ridgebury Road Danbury, Connecticut 06810
Food and beverages will be provided. Seating is limited. Reserve your space today!