Upcoming Events
We know Retirement, Social Security and Healthcare / Medicare can be overwhelming. We know sorting through all your retirement options, Healthcare/Medicare plan options and selecting the right plan that fits your needs can be daunting. Our Team is here to help.
Whether it’s keeping up with trends or discussing today’s important topics, such as Retirement, Social Security and Healthcare/Medicare, we are dedicated to providing sound information to our clients through the Financial Longevity Bundle© presented by Universal Wealth Management (UWM).
We hope you will join us at one of our upcoming events, get to know us and let us simplify the complexities of the Retirement, Social Security and Healthcare / Medicare process.
Click on the link below to register today or call us to reserve your seat.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 7, 2021
5:30p - 6:30p
Oak Street Health
12/07/2021 Wellcare® In Person Medicare Open Enrollment Event @ 5:30 PM Oak Street Health - Providence, RI
2022 Wellcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 7, 2021
2:00p - 3:00p
Greenwood Credit Union
12/7/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2PM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 7, 2021
10:30a - 11:30a
Greenwood Credit Union
12/7/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10:30AM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 7, 2021
10:00a - 11:00a
Universal Healthcare/Wealth Management
12/07/2021 UnitedHealthcare® In Person Medicare Open Enrollment Event @ 10 AM Universal Healthcare / Wealth Management
2022 UnitedHealthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 6, 2021
5:30p - 6:30p
Universal Wealth Management
12/6/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 5:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 3, 2021
2:30p - 3:30p
Universal Wealth Management
12/3/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 3, 2021
1:00p - 2:00p
Universal Healthcare/Wealth Management
12/3/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 1PM Universal Healthcare/Wealth Management
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 2, 2021
1:00p - 2:00p
Narraganset Senior Community Center
12/2/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 1PM Narraganset Senior Community Center
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 2, 2021
10:30a - 11:30a
Greenwood Credit Union
12/02/2021 UnitedHealthcare® In Person Medicare Open Enrollment Event @ 10:30 AM Greenwood Credit Union
2022 UnitedHealthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 1, 2021
5:30p - 6:30p
Universal Healthcare/Wealth Management
12/1/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 5:30PM Universal Healthcare/Wealth Management
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 1, 2021
2:00p - 3:00p
Greenwood Credit Union
12/1/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 2PM Greenwood Credit Union
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 1, 2021
1:00p - 2:00p
North Providence Mancini Center
12/1/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 1PM North Providence Mancini Center
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
December 1, 2021
10:30a - 11:30a
Greenwood Credit Union
12/1/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 10:30AM Greenwood Credit Union
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 30, 2021
5:30p - 6:30p
Oak Street Health
11/30/2021 Wellcare® In Person Medicare Open Enrollment Event @ 5:30 PM Oak Street Health - Woonsocket, RI
2022 Wellcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 30, 2021
2:00p - 3:00p
Greenwood Credit Union
11/30/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2PM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 30, 2021
10:30a - 11:30a
Greenwood Credit Union
11/30/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10:30AM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 30, 2021
10:00a - 11:00a
Universal Healthcare/Wealth Management
11/30/2021 UnitedHealthcare® In Person Medicare Open Enrollment Event @ 10 AM Universal Healthcare / Wealth Management
2022 UnitedHealthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 29, 2021
5:30p - 6:30p
Universal Wealth Management
11/29/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 5:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 29, 2021
10:00a - 11:00a
Universal Wealth Management
11/29/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10AM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 26, 2021
2:30p - 3:30p
Universal Wealth Management
11/26/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 24, 2021
2:00p - 3:00p
Greenwood Credit Union
11/24/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 2PM Greenwood Credit Union
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 24, 2021
10:30a - 11:30a
Greenwood Credit Union
11/24/2021 Aetna In Person 2022 Medicare Open Enrollment Event @ 10:30AM Greenwood Credit Union
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 23, 2021
5:30p - 6:30p
Oak Street Health
11/23/2021 Wellcare® In Person Medicare Open Enrollment Event @ 5:30 PM Oak Street Health - Providence, RI
2022 Wellcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 23, 2021
2:00p - 3:00p
Greenwood Credit Union
11/23/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2PM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 23, 2021
10:30a - 11:30a
Greenwood Credit Union
11/23/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10:30AM Greenwood Credit Union
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 23, 2021
10:00a - 11:00a
Charlestown Senior Community Center
11/23/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10AM Charlestown Senior Community Center
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 22, 2021
5:30p - 6:30p
Universal Wealth Management
11/22/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 5:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 22, 2021
2:30p - 3:30p
Universal Wealth Management
11/22/2021 BCSRI Virtual 2022 Medicare Open Enrollment Event @ 2:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 22, 2021
1:00p - 2:00p
Universal Wealth Management
11/22/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 1PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 22, 2021
10:00a - 11:00a
Universal Healthcare/Wealth Management
11/22/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 10AM Universal Heatlhcare/Wealth Management
2022 Aetna in conjunction with Universal Heatlhcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 20, 2021
10:30a - 11:30a
Universal Healthcare/Wealth Management
11/20/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 10:30AM Universal Healthcare/Wealth Management
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 19, 2021
2:30p - 3:30p
Universal Wealth Management
11/19/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 2:30PM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 19, 2021
1:00p - 2:00p
Universal Healthcare/Wealth Management
11/19/2021 Aetna In Person / Virtual 2022 Medicare Open Enrollment Event @ 1PM Universal Healthcare/Wealth Management
2022 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 19, 2021
10:00a - 11:00a
Universal Wealth Management
11/19/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10AM Universal Wealth Management
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 18, 2021
1:00p - 2:00p
Universal Healthcare/Wealth Management
11/18/2021 UnitedHealthcare® In Person Medicare Open Enrollment Event @ 1 PM Universal Healthcare / Wealth Management
2022 UnitedHealthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 18, 2021
10:30a - 11:30a
Greenwood Credit Union
11/18/2021 UnitedHealthcare® In Person Medicare Open Enrollment Event @ 10:30 AM Greenwood Credit Union
2022 UnitedHealthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.
November 18, 2021
10:00a - 11:00a
Holiday Inn Express
11/18/2021 BCSRI In Person 2022 Medicare Open Enrollment Event @ 10AM Holiday Inn Express Middletown
2022 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2022 Medicare Open Enrollment (October 15th-December 7th) including "Medicare Untangled" which is designed to explore your Medicare options and bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare coverage options and enroll in a plan that is right for them.