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. 

Robert will be joined by Andrew Gordon, Strategist for MFS Fund Distributers Inc.

Andrew Gordon is a strategist in business development with MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he helps financial advisors and other intermediaries grow their practices by providing them thought leadership and practice management content. He is part of the Social Security and Medicare Team at the firm. Andrew began his career in the financial services industry in 2018 when he joined MFS as an inbound sales representative. In 2019, he became an internal wholesaler covering broker/dealers and independents. He joined the Edward Jones team as a consultant in 2022. He was promoted to his current role in 2025.

Andrew earned a Master of Business Administration (MBA) degree from Boston University’s Questrom School of Business and a Bachelor of Science degree from the Isenberg School of Management at the University of Massachusetts, Amherst. He holds Series 7, 6 and 63 licenses from the Financial Regulatory Authority (FINRA).

MRR 1154416, Rev. MRR 1164768