Dear Clients & Friends,
We find ourselves in the middle of the open enrollment period for Medicare, so what better time to discuss healthcare and your retirement? Join Integris in welcoming Julia Fuentes CIMA®, WMS™, of Vanguard as she discusses planning for healthcare pre- and post-retirement.
Be prepared to learn about Medicare, Medigap, and Medicare Advantage plans as well as trends in long-term care expenses, and how we can think about preparing for those future costs, today!
The information provided herein is for educational purposes only, and should not be construed as advice, including, but not limited to tax, legal, insurance, investment, or retirement advice. For your specific planning needs, please seek the advice of Integris Wealth Management, your tax accountant, attorney, insurance agent, or other professional as appropriate. Investing involves the risk of loss.
Julia Fuentes, CIMA®, WMS™
Julia Fuentes, CIMA®, WMS™, currently serves as Vanguard’s financial planning & coaching strategist, responsible for growing and enhancing financial planning offers designed to support Vanguard’s financial advisor partners. Since joining Vanguard in 2008, Mrs. Fuentes has assisted financial advisors with their investment strategy, practice management, and sales needs. She has also offered investment solutions and portfolio construction guidance for financial advisors while managing Vanguard ETF® Strategic Model Portfolio service.