Monday, April 4, 2016

Our next retiree meeting will be Tuesday, April 12th from 1 to 3PM at Medtronic Tempe in Conference Rooms 3C/D.

We will have a brief election for President and Communications Secretary (Kris Black and Donna Morris are respectively running again for those positions).

There are two topics that we have presenters coming to speak with us about:
(1) Long term care insurance - This is being facilitated by Ironwood Wealth Management and they have a LTC insurance broker joining them. They will discuss evaluating if you can "self-insure", how LTC insurance can mitigate risk and what options are available for those who are "uninsurable".

(2) Reverse Mortgages - David Rider from Primary Residential Mortgage, Inc will speak to us about tapping into a hidden source of wealth. David will be presenting a strategy that will allow one of your main sources of wealth to grow today while you might not need it, but be available to you at a moment's notice.

Meeting dates for the remainder of 2016 are as follows'
Tuesday, October 11th from 1 to 3PM for our annual Medicare, Health Insurance update.

Luncheon dates are June 10th for our summer event, and December 2nd for our Holiday get toether. Both of the luncheons will be held at Shalimar Country Club and start at 11:30.