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What we’re about

This group is for real people, not just policies-seniors, Gen Xers, Millennials, caregivers, and anyone who wants to make smarter, more confident decisions about life, health, and legacy. We meet in person virtually, individually, because each situation is different, but common, to talk openly about things that matter:

  • How to prepare for retirement
  • Understanding Medicare & coverage options (Med Sups/Part C
  • Protecting loved ones with life insurance
  • Building income streams with annuities
  • Caring foraging parents or managing your own plan

Our mission is to build around clarity, with no pressure no jargon-just

Upcoming events

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