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Retirement Wellness Workshop

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Boulay

7500 Flying Cloud Drive

Suite 800

Eden Prairie, Minnesota 55344

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Securing Financial, Physical and Intellectual Wellness in Retirement

While there are numerous aspects that are essential to living a healthy retirement, making good choices for your financial, physical and intellectual wellness are among the most crucial for those planning for this next phase of their lives. Join Boulay Financial Advisors, LLC for a workshop to help you prepare for and achieve full potential in your retirement.

Who Should Attend: Those who are at least 50 years old

Agenda:

3:30 - Registration

4:00 - Welcome & Introductions
Molly C. Sebold, CPA, CFP®, MBA, Wealth Management Partner at Boulay


4:05 - The Ins and Outs of Medicare
Gina DeMarco, Educator and Insurance Agent at LifeStream Financial Solutions

The A's, B's C's & D's of Medicare can be confusing and overwhelming. Keeping up on the ever-changing regulations and requirements can be a challenge for even the most informed among us. Gina DeMarco discusses the basics of Medicare, including Medicare supplements, Part D (Rx) plans, cost plans, and advantage plans.


4:35 - Break

4:45 - Four Cornerstones of Financial Wellness in Retirement
Joseph D. Bloodgood, CFP®, AIF®, Wealth Management Partner at Boulay

Financial preparation is key to obtaining the kind of retirement you envision for yourself and your family. Joe Bloodgood will cover assessment, growth, protection and legacy as they relate to your financial wellness.


5:05 - Healthy Living for Your Brain and Body: Tips from the Latest Research
Alzheimer's Association Community Education Volunteer

For centuries, we’ve known that the health of the brain and the body are connected. But now, science is able to provide insights into how to make lifestyle choices that may help you keep your brain and body healthy as you age. Learn about research in the areas of diet and nutrition, exercise, cognitive activity and social engagement, and use hands-on tools to help you incorporate these recommendations into a plan for healthy aging.


5:30 - Social Hour

Enjoy light appetizers and beverages, mingle with other guests, and ask Boulay Wealth Advisors questions about your retirement wellness.

Featuring:

Joseph D. Bloodgood, CFP®, AIF® | Wealth Management Partner, Boulay
Joe has more than 10 years of experience in wealth management, financial planning and retirement plan consulting. He assists clients in defining and achieving their financial goals and objectives while providing growth strategies and strategic planning ideas. Joe consults with corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan.

Gina DeMarco | Educator and Insurance Agent, LifeStream Financial Solutions
Gina has been in the industry for more than 21 years and is a professional resource for health insurance as well as Medicare education and plan consultation. She founded LifeStream Financial Solutions on the principles of providing clients, colleagues and partners with consistent, and high-quality, service and support. As independent agents, Gina and her team work together to ensure that their clients are provided with excellent service, great products and competitive prices.


Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

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Date and Time

Location

Boulay

7500 Flying Cloud Drive

Suite 800

Eden Prairie, Minnesota 55344

View Map

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