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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

More events are on the way! Check back soon for more information.

Past Events

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.

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 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 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 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 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 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 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 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.

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 - 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.

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.

Event Registration


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