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GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)? 



Chatting with Chad - Medicare from A to Z

Thursday, October 21, 2021 at 5:30 PM

As you may know, Medicare Open Enrollment starts October 15th. In the next episode of Chatting with Chad, Chad will interview Medicare Specialist, Jonathan Hoop. An independent agent with extensive experience in the health and wellness industry, Jonathan handles all Senior Benefits and Medicare planning. Join us as they discuss the timely topic of Medicare, including:

  • What you need to know and what questions you should ask when picking a Medicare plan
  • The best kept secrets with Medicare insurance
  • What changes are in store for 2022

GO HERE to Register



In this episode of Chatting with Chad, Chad interviewed Attorney Jennifer Sitterley of Sitterley Law, LLC. Jennifer is a Certified Elder Law Attorney by the national Elder Law Foundation and Certified Specialist in Elder Law by the Ohio Bar Association. She talked about Crisis Planning and shared some secrets about how to protect your assets from the nursing home, leaving more to your family.

How To Protect Your Assets from the Nursing Home
September 23, 2021 Chatting with Chad

Jennifer Sitterley
(740) 681-1675



The Big 3 Retirement Fears And How To Reduce Income Taxes And Upgrade Your Retirement Lifestyle

This webinar answers the most pressing questions retirees want to know!

Date & Time TBD

Discover why NOW gives you the best chance to secure your retirement!

  • Avoid the 3 most common retirement pitfalls
  • The 4 Pillars of an Abundant Retirement
  • Learn the 5 little known retirement myths and costly mistakes that follow
  • Learn how to take advantage of the NEW IRS-approved tax savings opportunities
  • The HIDDEN TAX on IRAs and 401(k)s that almost no one is talking about
  • How the SECURE Act and CARES Act have created tax landmines and goldmines
  • The outside forces that make it harder NOT to run out of money and the SIMPLE steps to take TODAY
  • See how the 80% Lifestyle Myth may be leading you to miss out on a better life

Caveat: There will be nothing to buy, just valuable rarely-shared information.

   WARNING:  We use Zoom which limits the number of attendees to 100 for this Complimentary training. There are NO REPLAYS, so be sure to lock down your spot now.

This training is 100% LIVE. There are NO Replays. Save your spot before we reach capacity!