Healthcare Is Changing: What Retirees Must Know

A lot has shifted in healthcare—and those changes matter in retirement. Join us for a complimentary dinner and a practical, plain-English discussion on what to prepare for, what choices you’ll face, and how to avoid costly surprises.

What we’ll cover (in simple terms):

• Medicare basics & recent updates (and the choices that actually affect your wallet)
• Key legal documents to have in place (POA, health care proxy, wills/trusts)
• Care options: at-home, assisted living, and long-term care—what they cost & how people plan for them
• How to coordinate beneficiaries and accounts so loved ones aren’t left guessing
• Live Q&A

Who should attend: Retirees, near-retirees, and adult children helping a parent.

Speakers:

• Leonel Calderon & Matthew Fortney, Calderon Fortney Financial Group (50+ years combined experience)
• Attorney Julia M. Brown, The Law Office of Julia Brown (elder law since 1994)
• Randi Bellemare, Senior Director, The Village at East Farms (20+ years in senior care)

Details: Complimentary dinner at 5:30 PM. Presentation begins at 6:00 PM. RSVP encouraged; walk-ins welcome.
Questions? Call 860-345-5323 or email .

Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Calderon Fortney Financial Group and LPL Financial are separate entities and unaffiliated with any referenced entities herein.

Also check out other Health & Wellness events in Waterbury.