Presented in partnership with Vanguard

📅 Date: Tuesday, October 14, 2025
🕐 Time: 1:00 PM (ET)
📍 Location: Hybrid – Join us in person or via Zoom

Overview

As we age, healthcare planning becomes a critical part of financial well-being. Join us for a special session with Vanguard as we explore:

• How Medicare works and what it covers (and doesn’t)
• Typical out-of-pocket healthcare costs in retirement
• Planning for Long-Term Care (LTC) expenses
• Tips to incorporate healthcare into your retirement strategy

This high-level session is ideal for those looking to better understand potential healthcare costs, those preparing for retirement or currently retired, and those helping friends or family members navigate costs of healthcare as they approach retirement.

We will be hosting a hybrid event:

• ✅ Zoom Presentation – The presenter will join virtually via Zoom.
• ✅ In-Person Viewing – We are offering seats for the first 12 people who RSVP to attend the event in person at our office.
  Light refreshments will be provided.

 🎤 Presenter: A healthcare planning specialist from Vanguard

Please RSVP by October 10th, using the 'Register' button to the right. 
Spots for in-person attendance are limited to 12 – first come, first served.

Questions?

Contact Kyle Matson at kyle@matsonfinancialadvisors.com or by phone at (203) 743-0131.  

The Vanguard presenter is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.