Description

As you near retirement, you’ll face important Medicare and Social Security decisions. Everence^® is here to help you navigate the process. Join us for this free informative in-person workshop, where our experienced financial consultants will cover common questions, like:

• When do I need to enroll in Medicare and what does it cover?
• What are my plan options?
• When should I sign up for Social Security and how do I make the most of my benefits?

Presented by:

Cassandra Zetts, Certified Senior Advisor^®
Financial Consultant
 
Cassandra is a Financial Consultant with Everence^®, where she helps people learn about Medicare options, including plans that cover expenses not covered by Medicare.

She earned a bachelor’s degree in history from Eastern University and a master’s in educational leadership from Cabrini University. She is a former middle school and high school teacher.

Cassandra appreciates working at Everence, where her faith, passions and purpose can be lived out in community with others.

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Leah Ludwig, Certified Senior Advisor^®
Financial Consultant

Leah is a Financial Consultant with Everence^® and helps people understand Medicare. She finds great joy in walking alongside and helping people understand their options – while fostering a sense of peace during this transition toward retirement.

She earned a bachelor’s degree in public relations from Susquehanna University. Prior to her current position, Leah served as support staff for the Everence Medicare Supplement team for nearly 10 years.

Leah enjoys working with seniors. She also values and appreciates working for a company like Everence that is focused on serving others with empathy, love and compassion.

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Steve Schwendy, CFP^®
Financial Planner
 
Steve is a Financial Planner who serves families, churches, and businesses with their investment, insurance, and financial planning needs. Steve combines his professional experience with his personal mission to help people make effective plans for the future while stewarding their resources as gifts from God.

Steve received his M.B.A. from Loyola University Maryland, and his B.S. in Marketing from Messiah College. He maintains securities and insurance licensing.

His personal interests include running, classic cars, and spending time with his family. Steve is happy to share about his personal and professional background and how he is equipped and excited to build trusted, lasting relationships as an Everence advisor.