Kenwood Wealth Management
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Event calendar

Social Security Simplified

Please join us for an in-depth discussion on Social Security with Elaine Simmons, an expert who draws on her 34 years of experience working within the U.S. Social Security Administration. She uses real stories to help people comprehend and remember the important details.  

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UBS Financial Services Inc., 8044 Montgomery Rd., 100W Cincinnati, OH 45236

12 November , 20245:30 PM - 6:30 PM Eastern
  • Elaine Simmons, Owner SS Informed
  • John Russo, Regional Director Fidelity Investments

Health Care and Retirement

Many investors are concerned about post-retirement healthcare costs. We agree that this is an important consideration in retirement. Studies show that a 65 year old couple may need to spend between 10-30% of their retirement expenses on healthcare. 1 Estimates show that healthcare costs grow at an average of 5-9% per year. 1  You should expect that your overall healthcare costs may increase twice as fast as other costs in retirement. 1 By planning for these growing healthcare costs early you will be better prepared to pay for future medical costs. 1

Location

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Kenwood Country Club, 6501 Kenwood Rd., Cincinnati, OH 45243

05 September , 20245:30 PM - 7:00 PM Eastern
  • Julia Fuentes, CIMA, WMS, Financial Planning Strategist, Vanguard

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