Registration: Closed

Medicare Presentation, October 2022

Stoker Ostler and their partners care about every aspect of your well being.  That includes your knowledge of and experiences with Medicare.

Medicare Presentation, October 2021

Stoker Ostler and their partners care about every aspect of your well being.  That includes your knowledge of and experiences with Medicare.

Medicare Discussion

You and a guest are invited to join us for a Medicare discussion and informational event with Verity Bendel, a Medicare Relocation Specialist with Bendel Insurance Advisors, LLC. With all the different types of Medicare plans out there, how do you know which one is right for you?  We can help! At age 65, you are in the unique position of being eligible for Medicare. It is imperative that you know your rights, options, and entitlements where Medicare is concerned.

Empowering women through life’s transitions

Change is the only constant in life!

We are all affect by change to a degree, but it is how we navigate those transitions that will have the most impact on ourselves and those around us.

In this luncheon, we will discuss the transitions that typically occur in women’s lives and explore their implications. Change has a practical, emotional, family, and financial impact. Awareness of these impacts can help women prepare and thrive.

Introduction to Estate Planning

An estate planning overview covering the process of an estate plan, disposition of assets in a tax advantaged manner, naming an agent for financial and healthcare decisions, naming fiduciaries, and more. This event featured Mike Halls, Portfolio Manager, Lant Webb, Portfolio Manager and Miranda Lumer, Senior Manager of Financial Planning.

Wealth…The Next Generation: How to Talk About Money as a Family

This interactive workshop was designed to give you the confidence to begin, or continue, having financial conversations as a family.

Over the next several decades, women will inherit approximately 70% of the intergenerational transfers estimated total $22 Trillion dollars. With this unprecedented transfer of wealth comes the need from women and families to engage in healthy, productive wealth conversations. This includes communicating and educating millennial clients how to responsibly receive and manage wealth.

Stoker Ostler realizes the opportunity to better serve women and their families through education and providing services that empower clients to more openly talk about money with the next generation.

Please reach out to Stoker Ostler for more information on this event.

Women & Wealth | Critical Conversations: Smart Medical, Legal and Financial Decision-Making for Life’s Later Years

An informative discussion that will provide you with support and actionable thoughts on end-of-life wellness.

This seminar is designed to inform women of the many facets of decision-making that coincide with aging. All of us will need to play a role in making decisions around mortality – both our own and of our loved ones. Topics will include identifying goals, fears, and compromises with loved ones entering final stages, effective medical, legal and financial decision-making for advance care planning, demonstrating courage when facing difficult realities about end-of-life wellness treatment, and finding trusted counselors to provide guidance during important medical decisions.

Please reach out to Stoker Ostler for more information on this event.