Webinars

Insight for wherever life takes you.

From Federal benefits and retirement income strategies to business planning, tax awareness, and financial independence, Potomac Financial Private Client Group’s webinars help you understand not just what to do, but why it matters.

Upcoming Webinars

Here you will find a schedule of upcoming webinars. You can register in advance for any of these Microsoft Teams sessions.

Managing Healthcare Expenses in Retirement

Wednesday, August 19th at 12:00 p.m. ET
Online

Please join Ryan Kellinger, CFP®, Advisor, for an informative webinar on how to manage healthcare expenses in retirement. He’ll walk through how Medicare works, key enrollment timelines, and strategies to help you avoid penalties and unexpected costs.

Key concepts include:

  • How Medicare works and what it covers
  • When and how to enroll in Medicare (and avoiding penalties)
  • The role of private insurance alongside Medicare Common costs you may still pay out-of-pocket
  • How to choose between Medigap, Medicare Advantage, and Part D plans
  • Why planning for rising healthcare expenses is essential
  • What Medicare does not cover and how to prepare for those gaps

Register in advance for this Teams Webinar



Webinars Archive

Here you can view a list of on-demand replays from past webinars.

Keep moving forward.

Your life and goals will continue to change. Potomac Financial Private Client Group helps you navigate your future with confidence.

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