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Healthcare Professionals: Building a Retirement Income Plan After Years of Service

Data

Quinta-feira, 3 Setembro 2026

Horário

12:00 America/Los Angeles

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About this event

After spending years caring for others, many healthcare professionals reach retirement with multiple benefit sources but no clear strategy for turning them into reliable income. Questions about pensions, retirement accounts, Social Security, and healthcare expenses can make the transition more challenging than expected. In this webinar, we'll explore ways to coordinate these benefits and discuss key decisions that often shape retirement income over time. Attend to learn how thoughtful planning can help you prepare for your next chapter with greater clarity.

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


Carlos Hernandez

Carlos launched his career in financial services in 2020, beginning as a registered rep with New York Life, before joining The Retirement Group in 2021 as an operations manager working with six financial advisors. He has been with Wealth Enhancement since 2024, where he focuses on corporate employee financial planning, is responsible for managing client relationships, overseeing operations, and helping with new business development for the Mavar team.

Carlos lives in San Diego, California where he enjoys camping, hiking and all kinds of outdoor activities. He tries to visit two new national parks each year and is currently on #12. A foodie at heart who also enjoys watching baseball and MLS soccer with his family and friends.

Education
BS – Business Administration/Finance/International Relations, California State University, Chico, CA