Description
Navigating Your Medicare Choices with Confidence
Medicare is a foundational pillar of retirement planning, but understanding enrollment windows, coverage options, and out-of-pocket costs can feel complex. This educational session is designed to explore the core components of Medicare and examine practical strategies to help you align your healthcare choices with our broader financial roadmap.
Join us as we discuss:
- The Core Components of Medicare
- Navigating Key Enrollment Windows
- Comparing Supplemental Options
- Integrating Healthcare into our Overall Plan
Meet Your Hosts
This presentation is being hosted by Robert M. Savage, Wealth Advisor at OneAZ Wealth Management.
Robert joined OneAZ Wealth Management in 2023 after working with Bankers Life Securities, where he focused on creating detailed wealth management strategies for clients at all life stages. Robert takes the time to get to know each client personally and develop actionable steps to help them work toward their financial goals.
In 2021, he completed the rigorous curriculum to earn the respected Retirement Income Certified Professional (RICP) designation from the American College of Financial Planning. Before becoming a Financial Advisor, Robert was a civil litigation attorney with multiple published appellate decisions. He earned my Juris Doctorate from the University of Arizona College of Law in 2000 and hold a Bachelor's Degree in History from Portland State University. Outside of work, he enjoys the outdoors and can often be found boating on one of Arizona’s beautiful lakes or coaching competitive youth softball.
Background
Robert holds Life, Accident & Health, Variable Life and Variable Annuity Insurance licenses. He is also registered with FINRA through LPL Financial with my Series 7 and 66 securities registrations.
MRR 1154416
Date and Time
Wed, Sep 23, 2026
4:00p - 5:00p MST
Location
Microsoft Teams Webinar
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union (OneAZ CU) and OneAZ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU.
These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of OneAZ CU or OneAZ Wealth Management.
Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY • NOT CREDIT UNION GUARANTEED • NOT CREDIT UNION DEPOSITS OR OBLIGATIONS • MAY LOSE VALUE
MRR 1154416