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7 Things Healthcare Employees Need To Do Before Retirement!

Fecha

el Martes, 10 de Febrero 2026

Hora

10:00 America/Los Angeles

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Agenda del evento

About this event

Healthcare employees approaching retirement face a unique set of decisions that can affect income, benefits, and future planning. This webinar will outline seven key items to review before retiring, including benefit elections, timing considerations, and how to organize financial accounts.

We’ll also discuss how healthcare coverage changes after leaving the workforce and what to consider when transitioning into retirement. Attendees will leave with a practical checklist to help them prepare thoughtfully for this next stage.

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


Patrick Ray

Patrick is a SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: Patrick served in the US Navy on the USS Forrestal and was part of Desert Storm and Provide Comfort from 1990-1994.