Renowned author and financial expert Peter Stahl to speak at free presentation
FORT MYERS, Fla. (Feb. 2, 2017) – Local financial advisors Danielle and Graham Lucht of Alliance Financial Group are bringing national speaker and financial expert Peter Stahl to Fort Myers for two one-hour presentations on Medicare planning in February.
The session is free and open to public.
On Feb. 23 at 11 a.m. and 6 p.m., attendees are invited to hear renowned author and expert Stahl discuss why Medicare planning is a financial must. Author of Top of the First – The Convergence of Health Care and Financial Planning and sought-after speaker, Stahl makes navigating through a complex and ever-changing health care landscape comprehensible to all. He has delivered training and resources to financial advisors and their clients across the U.S. and internationally.
“Pre-retirees increasingly cite the cost of health care as their top financial concern for retirement,” said Danielle Lucht. “Many retirees will spend the largest percentage of their income on health and medical cost, larger the recreation and housing combined.”
This workshop is designed to provide a comprehensive and effective view of one’s retirement income plan with new and clearer understanding of the critical components including Medicare and custodial care.
“This is not a Medicare supplement presentation but a workshop that really is a must for people who have started to look at their retirement and the upcoming choices,” she added. “It’s perfectly suited for those 50 years old and older who are ready to learn before they have to make those key choices.”
All sessions will be held at Alliance Financial Group located at 14021 Metropolis Avenue in Fort Myers. Space is limited, and reservations must be made by calling Graham Lucht at 239-244-1512 or emailing firstname.lastname@example.org.
Graham Lucht a Registered Representative of Park Avenue Securities LLC (PAS). Danielle Lucht a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.