Boomer Transitions Program
I’ll be retiring at the end of this year and I was overwhelmed by the decisions I need to make ahead of time. I wasn’t even sure what questions to ask. Bob Petty helped me sort the issues and get a handle on my priorities. I signed up for Medicare on time, without penalties. The Boomer Transition Program is a great idea for all of us entering our 60’s.
The Boomer Transitions Program helps Boomers understand their options when making critical decisions during this transitional time of life.
• Personal consultations for individuals and families.
• Small group educational seminars.
• Information about Social Security benefits whether still working or retired.
• Counseling regarding integration of health and retirement benefits, public and private plans.
• Explanation of long-term care and alternatives for covering costs.
• “How to” instruction for obtaining information on your own.