Join Vickie Owens and Gerard Charles as they discuss Retirement Planning - the Must Do's & Why
Income: Financial planning – How much do you need?
Check your projected SS
Financial tools for retirement saving (Annuities, IUL, 401ks, 403bs, etc.)
Clearing debt
Expense:
Healthcare – Medicare
Long term care
Residential
Legacy Plan
Wills
Guest: Gerard Charles, CEO of Gerard Charles International, Executive Director and Independent Associate for Legal Shield. Email: gerard@gcharlesinternational.com
Contact Vickie L. Owens
Senior Benefits Consultant and Healthcare Advocate
Phone: 281.849.8373; Mobile: 713.444.3269
Retirement | Medicare Supplements |Life | Final Expenses |Dental | Vision
“Helping Americans become healthier and wealthier one step at a time”
The solutions you need; the personal care and service you deserve.
~Not affiliated with the U. S. government or Federal Medicare program. A licensed agent may contact you regarding insurance-related information. Certain exclusions and limitations may apply.
