April 9th, 20253:00 pm CT
April 9th, 2025 | 3:00 pm CT
Virtual
Navigating Medicare
Health care is a major retirement expense. Finding the best coverage among the alphabet soup that is Medicare is confusing.
Join us to hear Meredith Edwards, Director of Senior Markets from Caravus, discuss trends in health care, the Medicare market place and how to shop for plans that fit your needs.
This presentation will offer clarity and guidance on what steps to take to find the right coverage for you.
Register Now
Featured Speakers
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Tad is passionate about helping people create the future they want and fulfilling their most important promises. Tad partners with his clients to help reveal both the purpose and methods for creating a financial plan that positively impacts their family. These conversations provide clients with a sense of accomplishment and peace of mind about the future they envision.
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Whether she’s meeting with clients at the office or leading a class, Joli Fridman has a passion for educating people on a better way to invest and pursue their financial goals. Joli strives to help clients find peace of mind by collaborating with them to find innovative solutions and create a personalized plan to achieve their most important goals. Joli has a broad base of experience and knowledge, and for over 25 years she has been helping clients fulfil their financial dreams. She helps clients through goal-specific financial planning, evidence-based and tax-efficient investment strategies, and simply getting to know her clients better so she understands their passions and what they want to achieve financially.
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Meredith joined Caravus in August 2016 and has held several roles, from Analyst to Senior Market Advisor. In January 2022, she became the Director of Senior Markets, focusing on helping individuals navigate their Medicare options as they approach eligibility. Meredith is a licensed life and health broker and can assist individuals in over 40 states. She also holds a spot on the Senior Marketing Specialists Advisory Council. She is passionate about simplifying the complex Medicare landscape and providing personalized support to clients.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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May 29th, 2025 | 11:00 a.m. CT
Virtual
Simplifying Capital Gains: What Every Investor Should Know
In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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August 7th, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.