Marsh McLennan Agency and the CARES Team at Voya will review the financial and emotional stresses caregivers face when providing care to elders or other family members. We will also review the utilization of benefits and systems of support available to help caregivers manage these issues.

Date: November 12, 2024

Time:  2 pm, ET 

Duration: 60 minutes

Speakers: Lisa Buffington, AIF®, CPFA®, Vice President, Retirement & Wealth

Jessica Tuman, Head of Enterprise ESG, Voya Cares Centers of Excellence

Most people age well not because of what they’ve saved and not necessarily because they follow doctors’ orders, but because of a strong social network – or social portfolio. Show clients how to invest in their social portfolio and increase their wellbeing as they age.

Date: November 19, 2024 

Time:  2 pm, ET 

Duration: 60 minutes

Speakers: Jennifer Sahady, CPFA, CRPC®, Senior Financial Wellness Consultant

Bill McManus, CIMA® , Vice President and Managing Director – Applied Insights Team, Hartford Funds

Medicare 101 is a high level overview helping guide those ready for Medicare through the Medicare maze. I will discuss in detail Medicare Parts A, B, C and D. The pro’s and con’s of the two Medicare coverage options (Medicare Supplement and Medicare Advantage) will also be highlighted. This presentation is designed to give a basic understanding of the parts to Medicare and get people familiar with the terminology.

Date: December 10, 2024

Time:  2 pm, ET 

Duration: 60 minutes

Speakers: Rob Kelley, AIF®, CPFA®, Director of Financial Wellness and Consulting

Stuart Millard, CFP®, CLTC, Advisor, Senior Insurance Solutions, Inc.