Medicare and Social Security workshop

Preparing for retirement |

Neither wind nor hail nor the threat of tornadoes…

Despite inclement weather, over 50 people attend event to learn about Medicare and Social Security

Like the U.S. postal service, the Everence team in Souderton, PA braved the elements on May 15—not to deliver the mail—but, instead, valuable information about Medicare and Social Security. Despite hail, winds and a tornado warning, 51 attendees showed up to hear Maria Angelucci, CSA, CLTC, Financial Services Representative and Matt Novak,* CFA, Financial Advisor talk about these important topics.

Medicare and Social Security can be complicated-- and people approaching retirement have many questions about them. This seminar was designed to answer those questions and provide information to help them make informed decisions.

Additional seminars are held in Souderton and listed on the events section of our web page. Private consultations are also available by contacting the Souderton office.  

 

 

Everence brand mark

Author

Everence staff

Disclosure

Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc. Matt Novak, CFA is licensed to discuss and/or offer financial services and/or products to residents of AK, FL, IN, MA, MI, NC, NH, NJ, NY, PA, VT and WA.