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
November 27, 2023 - December 7, 2023
2:00p - 3:00p
Howard Johnson by Wyndham Middletown
11/27/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 2:00PM Howard Johnson by Wyndham Middletown
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 5:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/1/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM or by Appointment at Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 4, 2023
10:00a - 5:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/4/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM or by Appointment at Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 4, 2023
12:00p - 1:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/4/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 12:00PM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 5, 2023
10:00a - 5:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/5/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM or by Appointment at Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 5, 2023
12:00p - 1:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/5/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 12:00PM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 5:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/6/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM or by Appointment at Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
12:00p - 1:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/6/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 12:00PM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 5:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/7/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM or by Appointment at Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
12:00p - 1:00p
Universal Healthcare / Universal Wealth Management (UWM)
12/7/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 12:00PM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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.
Past Events
November 30, 2023
12:00p - 1:00p
Universal Healthcare / Universal Wealth Management (UWM)
11/30/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 12:00PM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 11:00a
Universal Healthcare / Universal Wealth Management (UWM)
11/30/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 11:00a
Kingston Congregational Church
11/29/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM Kingston Congregational Church
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 28, 2023
1:00p - 2:00p
Charlestown Senior Center
11/28/2024 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 1:00PM Charlestown Senior Center
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 28, 2023
10:00a - 11:00a
Universal Healthcare / Universal Wealth Management (UWM)
11/28/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM Universal Healthcare / Universal Wealth Management (UWM)
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 27, 2023
10:00a - 11:00a
Howard Johnson by Wyndham Middletown
11/27/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 10:00AM Howard Johnson by Wyndham Middletown
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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, 2023
10:00a - 11:00a
Universal Healthcare / Universal Wealth Management (UWM)
11/11/2023 United Healthcare® In Person 2024 Medicare Open Enrollment Event @ 10:00AM Universal Healthcare / Wealth Management (UWM)
2024 United Healthcare® in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 21, 2023
6:00p - 7:00p
Iggy's Doughboys & Chowder House (Warwick)
11/28/2023 Aetna In Person 2024 Medicare Open Enrollment Event @ 6:00 Iggy's Doughboys & Chowder House (Warwick)
2024 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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 21, 2023
11:00a - 1:00p
Middletown Public Library
11/21/2023 BCBSRI In Person 2024 Medicare Open Enrollment Event @ 11:00AM Middletown Public Library
2024 BCBSRI in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2024 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.