Wine & Wellness Wednesdays: Risk Management & Healthcare

Merlot, Syrah, Mourvedre, healthcare, and risk management. Bet you never thought of that blend! Join us at Koi Zen Cellars, Wednesday, March 22, 2023 at 6:00 p.m. and discover what you need to know about healthcare in retirement and how to manage much of the risk that comes with this age in life. We will open your eyes, and a few bottles to savor as we share the important things you really need to know about the rest of your life!  Space is limited! RSVP today.

Instructor:

 Lisa Claycomb is a financial advisor and insurance broker who specializes in comprehensive retirement planning, which includes inflation-protected income strategies, Social Security claiming healthcare choices, and other important pieces of a secure plan.  She holds undergraduate and master’s degrees in rehabilitation and rehabilitation counseling respectively, and a Juris Doctor in law. In addition to having a life and health insurance license, she is a CERTIFIED FINANCIAL PLANNER™ Professional, is certified in Long-Term Care (CLTC), and holds Series 7 & 66 securities licenses. Lisa truly enjoys being and educator and has over 20 years of teaching experience in a variety of settings.