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Navigating Individual Health Care Options for Pre-Retirees

Navigating Individual Health Care Options for Pre-Retirees

Our recent Vector University event covered topics from individual health insurance, HSAs and co-pays to networks and prescription drug coverage. If you missed class, no worries. We took notes.

Media available for download:

Video
Presentation + Audio
Vimeo link

PowerPoint
Presentation (pdf)

Audio
Audio Recording (mp3)

About the Event

We are very excited to have Lisa Adolphson and Jason Francisco from AdvisorNet to present at October’s Vector U. Their presentation will focus on individual health insurance topics from HSAs and co-pays to networks and prescription drug coverage. They will dive into pricing and plans and cover enrollment periods, income guidelines, Cobra and more. Retirees and pre-retirees alike may benefit from attending this event.

October 24th  |  12 pm to 1:15 pm

AdvisorNet is a full-service independent Brokerage General Agency. The agency offers a large mix of insurance products across multiple insurance companies and specializes in partnering with independent financial advisers, accountants, and attorneys to advise individuals and businesses on insurance product selection and underwriting.

Lisa has worked in the insurance industry since 1977 and joined AdvisorNet in 2011. Lisa now serves as an Individual Health and Medicare Specialist for AdvisorNet.


Jason’s work with AdvisorNet is focused on advising clients and partners on life insurance plans, long-term care coverage, disability coverage, annuities, group health, Medicare and employee benefits.

Lunch and soft drinks will be provided. Please let us know if you have any food restrictions or allergies and we will try to accommodate. Please use this Eventbrite registration to RSVP. If you have questions or comments please reach out to Ezra at efirkins@vectorwealth.com. We look forward to seeing you.

October 24th  |  12 pm to 1:15 pm

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About Vector University

Vector U events and online resources help clients and colleagues stay connected and informed.

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Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.