Tag: medicare prescription drug

Happy Fourth of July!

american flagIn observance of the holiday, our office will be closed for the Fourth of July.  We will be back in the office on Friday morning if you need us!

We are so grateful that we live in the land of the free and the home of the brave!

Come and celebrate our Grand Opening with Us!

open house ad

(Click on image to enlarge)

Turning 65 and looking for some answers?

Are you turning 65 and wondering what the next step is? 

We will be holding our next Medicare Solving The Medicare Puzzle Workshop:

Wednesday, June 26 @ 5:30 pm – Location: Troy office — 1385 Stonycreek Road. 

This is an introductory session explaining the 4 parts of Medicare and what an individual’s options are when they turn 65 or retire and go on Medicare.  We have had an excellent response to these workshops, so if you know of someone who could benefit, please let them know.

Seating is limited, so please RSVP:  Toll Free – 877-492-8803, or comment on this post!

Next workshop date announced

Our next Solving the Medicare Puzzle Workshop will be held on Thursday, May 9 at 5:30 pm in our new Sidney office at 2551 Michigan Street in Sidney. Seats may be reserved by calling our office at 937-492-8800 or online by clicking https://seniormark.com/workshops/ .

If you know someone who would like to or should attend, please share this post with them!

Next Troy Workshop announced!

Our next Solving the Medicare Puzzle Workshop will be held on Thursday, December 13 at 5:30 pm in our Troy office at 1385 Stonycreek Road, Troy. Seats may be reserved by calling our office at 937-492-8800 or online by clicking https://seniormark.com/workshops/ .

If you know someone who would like to or should attend, please share this post with them!

New and improved website~

Things are changing all over the place at Seniormark! We are so excited about these changes, because it means we will be able to provide the same excellent service our clients are used to, while being able to add even more ways of teaching and expanding the knowledge base of our clients.

Today’s exciting announcement is that our website has been completely redesigned and has a fresh new look! We hope you will head over there and take a peek. We will continually update it with new videos, keep our prices current, etc.  Bookmark it and visit often for changes!

Please check out the new website at https://www.seniormark.com and let us know what you think!

We moved!

 

Our Sidney office has moved!  It’s just temporary, but for the time being our office is located at:

1271 Wapakoneta Avenue 

Sidney, OH 45365

(Yes, we are just down the street from our old office!)

Our phone number is staying the same….so you can still contact us at 937-492-8800 or toll free at 877-492-8803.

Our Troy office is not affected by this move.

The Two Faces of Your Financial Planner

I recently read an excellent article in AARP Magazine about the inherent conflict of interest that many so called “financial planners” have and what they do to hide it from you.  It’s the same thing I have been teaching people about for over 15 years and why I am a “fee only” Certified Financial Planner™.

Definitely worth the time…what you don’t know can hurt you!

Announcing our summer gas card giveaway!

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SUMMER GAS CARD GIVEAWAY!

Celebrate summer with our gas giveaway!!!  We will be giving away a $200 gas card to a random person the week of August 1, 2012. 

It’s easy to enter!  Just tell people about us!!  You will receive one entry for every person that calls and tells us that you sent them.  So, the more you spread the word, the more chances you’ll have in the drawing!

They do not need to purchase anything for you to be eligible.  However, they do need to mention your name during their first phone call to our office or their first workshop they attend, so make sure you remind them!

As always, our current clients will still receive a $20 gift card to Bob Evans for every referral.  But during the Summer Giveaway your fun is doubled because your name will also be thrown in the hat for our free gas card.

Good luck to everyone!