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COMPLIMENTARY
MEDICARE EVENT!

About the Event:

Social Security & Medicare:
Cornerstones of Retirement 

Join us for an enlightening event hosted by Integro Wealth Advisor team, as we explore the pivotal journey of transitioning from private insurance to Medicare. The event will cover:

  • How Social Security Benefits are Calculated
  • Social Security Claiming Strategies
  • Taxes and Social Security Benefits
  • The ABCs of Medicare

Wright EdlerSocial Security Presenter:
Wright Edler
wright.edler@amundi.com
818-665-6000

 

 

Jason CheckettsMedicare Presenter:
Jason Checketts
Jason@insuranceproaz.com
480-331-7974

 

francisco tortIntegro Wealth Advisor Representative:
Francisco Tort
Integro Wealth Advisors
tortf@pfgadvice.com
Office
623.253.6187

 

The When & Where
DATE: October 26th, 2023
TIME:
8:00 AM - 9:30 AM
LOCATION:
Integro Bank Headquarters 

16215 N 28th Ave Phoenix, AZ 85053

 

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG, PFG Advisors, Integro Bank, Integro Wealth Advisors and Securities America, Inc. are separate entities. This event is an education event only hosted by Amundi Asset Management.