Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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

February 12, 2020

5:30p - 7:30p

Greewood Credit Union

GCU Wealth Advisors Seminar - Retirement, Tax Planning and Healthcare/Medicare Planning - The Financial Longevity Bundle© Seminar

YOU HAVE QUESTIONS... Retirement, Tax Planning and Healthcare/Medicare GCU WEALTH ADVISORS HAS ANSWERS! Join us for one of our FREE "Financial Longevity©" Seminars

December 7, 2019

10:30a - 11:30a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10:30 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 5, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 4, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill Apple Valley

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill - Woonsocket

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 27, 2019

2:00p - 3:00p

Glocester Senior Center

2019 BCBSRI Medicare Open Enrollment Event @ 2PM Glocester Senior Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grille

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 25, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:30a - 11:30a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10:30 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

2:00p - 3:00p

Atria Aquidneck Place

2019 BCBSRI Medicare Open Enrollment Event @ 2 PM Atria Aquidneck Place

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 21, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 21, 2019

11:00a - 12:00p

Kingston Congregational Church

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Kingston Congregational Church

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

5:30p - 6:30p

Greenwood Inn

2019 BCBSRI Medicare Open Enrollment Event @ 5:30 PM Greenwood Inn

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

5:30p - 6:30p

Greenwood Inn

Totally Confused by Retirement, Social Security & Medicare?

The Financial Longevity Bundle - Totally Confused by Retirement, Social Security & Medicare? You Have Questions...We Have Answers! Join us for a FREE Medicare Untangled Event to explore all of your Retirement, Social Security & Medicare options. Our Medicare Untangled Seminar is designed to bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare your retirement, social security and healthcare / Medicare coverage options and enroll in a plan that is right for them.

November 20, 2019

12:00p - 1:00p

Greenwood Inn

Totally Confused by Retirement, Social Security & Medicare?

The Financial Longevity Bundle© - Totally Confused by Retirement, Social Security & Medicare? You Have Questions...We Have Answers! Join us for a FREE “Medicare Untangled” Event to explore all of your Retirement, Social Security & Medicare options. Our “Medicare Untangled” Seminar is designed to bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare your retirement, social security and healthcare / Medicare coverage options and enroll in a plan that is right for them.

November 19, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

11:00a - 12:00p

Howard Johnson Inn

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Howard Johnson Inn

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 15, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill Apple Valley

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 15, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 14, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 14, 2019

5:30p - 6:30p

Immaculate Conception Catholic Regional School

2019 BCBSRI Medicare Open Enrollment Event @ 5:30 PM Immaculate Conception Catholic Regional School

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 14, 2019

11:00a - 12:00p

Charlestown Senior Center

2019 BCBSRI Medicare Open Enrollment Event @ 11AM Charlestown Sr Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 13, 2019

6:00p - 7:00p

Alpine Country Club

2019 BCBSRI Medicare Open Enrollment Event @ 6PM Alpine Country Club

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 13, 2019

3:00p - 4:00p

Holiday Inn Express

2019 BCBSRI Medicare Open Enrollment Event @ 3 PM Holiday Inn Express

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 12, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 12, 2019

11:00a - 12:00p

Narragansett Community Center

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Narragansett Community Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 12, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 9, 2019

10:30a - 11:30a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10:30 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 8, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 7, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 7, 2019

2:00p - 3:00p

Westerly Library

2019 BCBSRI Medicare Open Enrollment Event @ 2 PM Westerly Library

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 6, 2019

6:00p - 7:00p

Alpine Country Club

2019 BCBSRI Medicare Open Enrollment Event @ 6PM Alpine Country Club

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 5, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 5, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 1, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill - Woonsocket

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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 1, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 31, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 30, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 30, 2019

11:00a - 12:00p

Atria Aquidneck Place

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Atria Aquidneck Place

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 29, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 29, 2019

1:00p - 2:00p

Charlestown Senior Center

2019 BCBSRI Medicare Open Enrollment Event @ 1PM Charlestown Senior Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 29, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 28, 2019

2:00p - 3:00p

Atria Lincoln Place

2019 BCBSRI Medicare Open Enrollment Event @ 2 PM Atria Lincoln Place

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 26, 2019

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10:30 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 25, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 24, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 24, 2019

3:00p - 4:00p

Holiday Inn Express

2019 BCBSRI Medicare Open Enrollment Event @ 3 PM Holiday Inn Express

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 23, 2019

5:30p - 6:30p

Immaculate Conception Catholic Regional School

2019 BCBSRI Medicare Open Enrollment Event @ 5:30 PM Immaculate Conception Catholic Regional School

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 23, 2019

1:30p - 2:30p

Bayberry Commons

2019 BCBSRI Medicare Open Enrollment Event @ 1:30 PM Bayberry Commons

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 23, 2019

10:30a - 11:30a

North Providence Mancini Center

2019 BCBSRI Medicare Open Enrollment Event @ 10:30 AM North Providence Mancini Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 22, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 22, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10:00 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 21, 2019

11:00a - 12:00p

Kingston Congregational Church

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Kingston Congregational Church

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 21, 2019

10:30a - 11:30a

Universal Wealth Management

2019 AARP/ UnitedHealthcare Medicare Open Enrollment Meeting @ 10:30 AM Universal Wealth Management

Turning 65? 2019 AARP/UnitedHealthcare in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 18, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grille

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 18, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 17, 2019

6:00p - 7:00p

Universal Wealth Management

2019 BCBSRI Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 17, 2019

1:00p - 2:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 1PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 17, 2019

11:00a - 12:00p

Howard Johnson Inn

2019 BCBSRI Medicare Open Enrollment Event @ 11 AM Howard Johnson Inn

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 16, 2019

5:30p - 6:30p

Greenwood Inn

2019 BCBSRI Medicare Open Enrollment Event @ 5:30 PM Greenwood Inn (copy)

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 16, 2019

5:30p - 6:30p

Greenwood Inn

Totally Confused by Retirement, Social Security & Medicare?

The Financial Longevity Bundle - Totally Confused by Retirement, Social Security & Medicare? You Have Questions...We Have Answers! Join us for a FREE Medicare Untangled Event to explore all of your Retirement, Social Security & Medicare options. Our Medicare Untangled Seminar is designed to bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare your retirement, social security and healthcare / Medicare coverage options and enroll in a plan that is right for them.

October 16, 2019

2:00p - 3:00p

Glocester Senior Center

2019 BCBSRI Medicare Open Enrollment Event @ 2 PM Glocester Senior Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 16, 2019

12:00p - 1:00p

Greenwood Inn

2019 BCBSRI Medicare Open Enrollment Event @ 12 PM Greenwood Inn

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 16, 2019

12:00p - 1:00p

Greenwood Inn

Totally Confused by Retirement, Social Security & Medicare?

The Financial Longevity Bundle - Totally Confused by Retirement, Social Security & Medicare? You Have Questions...We Have Answers! Join us for a FREE Medicare Untangled Event to explore all of your Retirement, Social Security & Medicare options. Our Medicare Untangled Seminar is designed to bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare your retirement, social security and healthcare / Medicare coverage options and enroll in a plan that is right for them.

October 15, 2019

6:00p - 7:00p

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 6 PM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 15, 2019

1:00p - 2:00p

Narragansett Community Center

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Narragansett Community Center

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 15, 2019

10:30a - 11:30a

Westerly Library

2019 BCBSRI Medicare Open Enrollment Event @ 10:30 AM Westerly Library

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 15, 2019

10:00a - 11:00a

Universal Wealth Management

2019 Aetna Medicare Open Enrollment Event @ 10 AM Universal Wealth Management

Turning 65? 2019 Aetna in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

October 8, 2019

12:00p - 1:00p

Greenwood Inn

Totally Confused by Retirement, Social Security & Medicare?

The Financial Longevity Bundle - Totally Confused by Retirement, Social Security & Medicare? You Have Questions...We Have Answers! Join us for a FREE Medicare Untangled Event to explore all of your Retirement, Social Security & Medicare options. Our Medicare Untangled Seminar is designed to bring transparency and simplicity to the changing health insurance market. Individuals will have the ability to discuss and compare your retirement, social security and healthcare / Medicare coverage options and enroll in a plan that is right for them.

October 1, 2019

1:00p - 2:00p

Chelo's Bar & Grill

2019 BCBSRI Medicare Open Enrollment Event @ 1 PM Chelo's Bar & Grill

Turning 65? 2019 Blue Cross Blue Shield of RI in conjunction with Universal Wealth Management is offering a FREE Medicare Open Enrollment Seminar 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.

April 26, 2019

4:00p - 5:00p

Universal Wealth Management

2019 NEW Aetna Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 26, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 19, 2019

4:00p - 5:00p

Universal Wealth Management

2019 United Health/ AARP Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 19, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 12, 2019

4:00p - 5:00p

Universal Wealth Management

2019 NEW Aetna Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 12, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 5, 2019

2:00p - 3:00p

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

April 5, 2019

10:00a - 11:00a

Universal Wealth Management

2019 United Health/ AARP Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

March 29, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

March 22, 2019

4:00p - 5:00p

Universal Wealth Management

2019 NEW Aetna Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

March 22, 2019

10:00a - 11:00a

Universal Wealth Management

2019 BCBS Medicare Event

Whether you're turning 65, getting ready to retire, or currently on a Medicare plan- you have choices, and UWM has answers. Join us at one of Universal Wealth Management's community Medicare seminars, and let us help you find the right plan to meet your needs today.

Event Registration


Thank you!

Error processing your request. Please try again at a later time.