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Ignite Your Summer Learning with RetirePath Advisors' Engaging Lunch and Learns!

Ignite Your Summer Learning with RetirePath Advisors' Engaging Lunch and Learns!

June 05, 2023

Summer is the season of sunshine, warmth, and a relaxed atmosphere. It's the perfect time to step out of the office/work/retirement routine and embrace a more casual and engaging way of learning. What better way to make the most of this season than by participating in some of our summer lunch and learns? These events offer a delightful blend of knowledge-sharing, food, and a chance to connect with others in a more informal setting. Our lunch and learns are the recipe for a fulfilling and enjoyable experience.

Two Topics for the Summer: We understand the importance of catering to diverse interests and needs. That's why our lunch and learns cover a few different topics. Attendees can expect a thought-provoking lineup of our Advisors/Owners, providing valuable information to enhance their financial well-being and overall life satisfaction. The two summer topics are Medicare Chat and Secure Your Assets: Estate Planning Basics.

Discover what Medicare is, eligibility criteria, the four parts of Medicare, enrollment options, and more. This is for those who are turning 65. Initial enrollment is 3 months before your 65th birthday. The earlier you plan, the better!

The Secure Your Assets session will cover the fundamental aspects of estate planning, including wills, trusts, and powers of attorney. The goal is to provide you with the knowledge and tools necessary to make informed decisions about your estate and to ensure that your assets are secure for the future.

Your Feedback Matters: We value your input and strive for continuous improvement. At the end of each lunch and learn session, participants are encouraged to provide feedback on their experience. Your suggestions, preferences, and ideas are invaluable in shaping future events and ensuring they align with your expectations.

Connect and Network: Our lunch and learns not only provide a platform for learning but also create networking opportunities. You'll have the chance to connect with like-minded individuals, share ideas, and meet new people.

Stay tuned for a NEW lunch and learn session coming closer to the end of summer!