Financial Wellness Workshop Series

Build Your Best Financial Future

When it comes to your Retirement, Healthcare/Medicare and Wealth Management needs, our experienced UWM Financial and Healthcare professionals provide top-notch, individualized Financial/Retirement Planning, Social Security and Healthcare/Medicare advice. We are here for you to help you and your family gain the financial freedom you deserve to achieve your goals through all major life transitions. Our mission has always been to provide peace of mind to simplify the financial and healthcare/Medicare process and to ensure your overall plan coincides with each of your individual and family retirement income streams (Cash Flow) to ensure financial longevity throughout retirement.

Rather than being told what to do with your money, we work with you to feel in control of your wealth and your healthcare needs and provide you with the financial freedom you deserve.

In today's challenging environment, it is important for you and your family to be aware of the many expected and unexpected changes which can effect your financial and retirement future.

We look forward to seeing you all at our upcoming event!

Breakout Sessions / Agenda

• Retirement Income Planning for Finanacial Longevity©
• Planning for Your Social Security
• Transitioning and Enrolling in Medicare - Medicare Untangled©
• Identity Theft: Fraud & Fraud Prevention
• Banking with Today's Electronic Services
• Home Buying and Understanding Value
• Leveraging Your Home for Life Expenses
• Understanding & Improving Your Credit

Workshop Partners and Presenters

• CME Credit Union
• Universal Healthcare / Universal Wealth Management (UWM)
• AARP Rhode Island
• Members Mortgage