Join Vickie Owens and Gerard Charles as they discuss Retirement Planning -  the Must Do's & Why

Income: Financial planning – How much do you need?

 Check your projected SS 

 Financial tools for retirement saving (Annuities, IUL, 401ks, 403bs, etc.)

 Clearing debt

Expense:

 Healthcare – Medicare

 Long term care

 Residential

Legacy Plan

 Wills

Guest: Gerard Charles, CEO of Gerard Charles International, Executive Director and Independent Associate for Legal Shield. Email: [email protected]

Contact Vickie L. Owens

Senior Benefits Consultant and Healthcare Advocate

Phone: 281.849.8373; Mobile: 713.444.3269

Retirement | Medicare Supplements |Life | Final Expenses |Dental | Vision

“Helping Americans become healthier and wealthier one step at a time”

The solutions you need; the personal care and service you deserve.

~Not affiliated with the U. S. government or Federal Medicare program.  A licensed agent may contact you regarding insurance-related information.  Certain exclusions and limitations may apply.