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?

You’re welcome to invite a family member or friend to join too!

The presentation “Your Path to Medicare and Social Security” is presented by an experienced team that offers assistance and guidance with care.
 

Speakers

Leah Ludwig, Certified Senior Advisor®
Financial Consultant

Leah specializes in helping individuals navigate and understand Medicare, providing clarity and peace during the transition to retirement. She is passionate about serving others with empathy and compassion, both in her professional role and within her community.

Cassandra Zetts, Certified Senior Advisor®
Financial Consultant

Cassandra helps individuals explore Medicare options, including plans that cover expenses not covered by Medicare. With a background in education and a passion for serving others, Cassandra is grateful to work at Everence, where she can live out her faith and purpose while supporting her community.

Steve Schwendy, CFP®
Financial Planner

Steve specializes in serving families, churches, and businesses with their investment, insurance, and financial planning needs. With an M.B.A. from Loyola University Maryland, Steve combines his professional expertise with his mission to help others plan effectively for the future.