The Lifesaver Event


Friday, May 19, 2023
at
8:15 AM (EDT)
to Saturday, May 20, 2023 at 12:00 PM (EDT)
Category: Workshops

The Lifesaver Event

Join us on Friday, May 19 & Saturday, May 20 for an educational event designed to inform individuals about the processes that are beneficial to understand when tackling life events. Discussions will be led by qualified representatives in the fields of Medicare, Social Security, Estate Planning and Processing, Tax Planning, and Market Investments.

Each session will have a time for Q&A.

This event is free to the public!
Registration is required, however, participants do not have to attend each session.   Please register your full party.

Agenda  

Friday, May 19

8:15am - 8:45am: Check-in

9:00am - 10:30am: Medicare 101

10:30am - 12:00pm: Social Security Discussion

12:00pm - 12:30pm: Lunch, MFS Investments/Market Update

12:30pm - 1:30pm: Estate Planning & Estate Processing

1:30pm - 2:30pm: Tax Planning

2:30pm - 3:30pm: Investment Discussion

Saturday, May 20

8:30am - 9:00am: Check-in

9:00am - 10:30am: Medicare Discussion

10:30am - 12:00pm: Social Security Discussion

High Country Home Builders Association located at 755 NC HWY 105 Bypass in Boone, NC 28607

Questions about the event? Please reach out to Dorinda Bouboulis at 828.264.0642 or by emailing dorinda.bouboulis@edwardjones.com.

For More Information:

Carrie Henderson

Carrie Henderson

Director of Events, Boone Area Chamber of Commerce

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828.264.2225