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Healthcare Workers: Do NOT Miss These Critical Retirement Deadlines

Data

Quinta-feira, 2 Julho 2026

Horário

10:00 America/Los Angeles

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About this event

Healthcare workers who have spent their careers serving patients and families need retirement strategies that reflect their commitment to helping others while creating strong financial foundations for their own futures. This webinar focuses on the distinct retirement planning needs of medical professionals, from navigating complex benefit packages and irregular work schedules to managing the emotional shift from a service-driven career to personal retirement goals. Healthcare employees often face unique challenges including late career starts due to extended education, high-stress work environments, and specialized compensation structures that require tailored approaches.

During this session, you'll learn how your medical background gives you distinct insights into retirement health planning, Medicare navigation, and long-term care considerations that other professionals may overlook. We'll discuss pathways for healthcare professionals who want to remain connected to their field through teaching, mentoring, volunteer medical missions, or consulting opportunities. You'll discover how to leverage your healthcare knowledge in retirement planning decisions and create post-career plans that balance financial independence with your desire to continue making a difference in people's lives through meaningful activities that honor your professional legacy.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by Healthcare. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Kevin Won AWMA®, CFP®, CRPC®

After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients. Kevin has published many articles in MarketWatch, Benzinga and The Retirement Group blog.

Education
MBA - Corporate Finance, Golden Gate University - San Francisco
BS - Business Administration/Finance, California State University - San Jose