Get the Full Story about Retirement Health Care Costs

MIDDLETOWN, RI – Start planning for one of your biggest retirement expenses at this free seminar being held on Thursday evening, July 18th from 5 to 7 at Sweet Berry Farm, 915 Mitchell’s Lane, Middletown, Rhode Island. The event is co-sponsored by John Finn of Finn & Rodriguez Wealth Management of Middletown and Carlo Cordasco, Jr., CRPC, Vice President of Nationwide Institute. Space is limited so RSVP today to reserve your seats: call 401 848-4579 ext 117 or email benjamin.fernandez@lpl.com. Refreshments will be provided.

There’s a lot one needs to know about how health care costs could affect retirement plans. John and Carlo can make that complex situation simpler to understand. Attend this health care cost planning seminar and gain insights and ideas from Nationwide Financial.

“I am extremely pleased that Nationwide Financial is sending one of their top VPs for this presentation, as I feel his knowledge and experience will be of value to my clients and others we are not yet working with,” Finn remarked.

Seminar attendees will learn: how health care costs can impact your retirement income, what Medicare covers – and what costs you pay out-of-pocket, what planning options you can use to prepare for these expenses, and how to get a personalized estimate of your retirement health care costs from Nationwide Financial.

Health care will likely be most people’s biggest retirement expense. Most plan for Medicare or private insurance to pay for some of these costs, but many will likely pay a significant portion out of pocket. That can have a big impact on their standard of living in retirement. Gain a better understanding of Medicare and the impact health care costs can have on retirement savings, then learn how a Health Care Cost Assessment can help you develop a plan that aids in paying for these expenses. Register for this valuable seminar today by calling Ben at 401 848-4579.

About John Finn, CLU, ChFC

Since 1986 John has helped people plan for their retirement goals. He spent eleven years at Connecticut Mutual Life Insurance Company developing his practice in the areas of retirement, estate and business planning. He later built a financial services operation at Braman and White and pioneered the integration of this department with BankNewport. John became affiliated with LPL Financial in 1997 and became and independent broker in 2002.

John provides unbiased, independent advice after completing a methodical, rigorous process that seeks to deliver a high degree of predictability. He works diligently with his clients to try to improve the overall quality of their lives. Our goal is that they feel confident knowing their financial house is in order and that we will help them stay on track.

“We have one purpose and that is to build relationships with our clients based on our core beliefs of integrity, honesty, and perseverance” states John. To deliver on that purpose, he has combined a capable support staff with the technology, resources, and expertise of LPL Financial.

John also says that, “Clients who go through our process often tell us they feel a sense of clarity and confidence about pursuing their goals.”

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