Mastering Medicare (Webinar Replay)

Nicole Mongeon |

Thank you to all who attended our "Mastering Medicare" webinar hosted by Margo Steinlage Kreider! We hope you gained more insight on this important program for yourself or your loved ones.  

Anyone who missed this informative session can access the replay here. 

 

 

Disclosures:

  • Rembert Pendleton Jackson (“RPJ”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by RPJ, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.
  • The information contained in this presentation reflects the opinions of RPJ as of the date of publication, which are subject to change without notice at any time subsequent to the date of issue. The information contained herein is confidential and is provided to you solely for informational purposes only.  This information is not to be shared, distributed, or otherwise used, for any other purpose or by any other person without the written permission of RPJ.
  • This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept.  These materials are not intended as any form of substitute for individualized investment advice.  The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own.  Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisers.  RPJ can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein.
  • Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, asset class, or investment strategy (including the investments and/or investment strategies recommended by the adviser), will be profitable or equal to past performance levels. In particular, debt and fixed income securities are subject to credit risk, which is the risk that a borrower will be unable to make principal and interest payments on its outstanding debt obligations when due.  There can be no assurance that a borrower will service debt obligations, and, in any such case, you may suffer a partial or total loss of invested capital.
  • Each index used as proxy for a given asset class/investment category referenced in this presentation is a commonly used benchmark for that asset class.  Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices.  An investor may not directly invest in an index.
  • Any charts, graphs, or visual aids presented herein are intended to demonstrate concepts more fully discussed in the text of this presentation, and which cannot be fully explained without the assistance of a professional RPJ.  Readers should not in any way interpret these visual aids as a device with which to ascertain investment decisions or an investment approach.  Only your professional adviser should interpret this information.
  • Certain information contained in this presentation was derived from third party sources, as indicated, and has not been independently verified. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. We have not and will not independently verify this information. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to RPJ. RPJ does not represent that any opinion or projection will be realized. Information presented herein is based upon facts derived from publicly available information, and is also based on certain assumptions, including that there are no additional changes to current tax law, and that demographic information regarding retirement plan contributions also remains unchanged.