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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

October 3, 2023

5:30p - 8:00p

The Greenwood Inn

10/3/23 Rhode Island Chapter of Operating Room Nurses Educational Seminar - Retirement, Social Security, Healthcare/Medicare Seminar

Retirement Planning inclusive of Social Security, Healthcare and Medicare Planning! Medicare Annual Enrollment (Oct. 15th - Dec. 7th) Turning 65? Or Losing Your Employer Group Healthcare Plan Due To Retirement? Need To Make Changes To Your Existing Medicare Plan? You Have Questions... We Have Answers!

Past Events

October 31, 2022

11:00a - 12:00p

Oak Street Health (Woonsocket)

10/31/2022 Aetna In Person 2023 Medicare Open Enrollment Event @ 11:00AM Oak Street Health (Woonsocket)

2023 Aetna in conjunction with Universal Healthcare/Wealth Management is offering a FREE Medicare Open Enrollment Seminars for 2023 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.

Event Registration

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