SVA Plumb Financial professionals Jeanne Mraz, CFP® and Tim O’Brien, MBA, CFA present Planning for Health Insurance in Retirement: Can You Retire Early? on November 9, 2017 for Charles Schwab. During this seminar, they will discuss health insurance options, including Medicare, for those nearing retirement and beyond.
Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC. She has over twenty years of experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.
Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. Tim also serves on the firm’s Investment Advisory Committee. He provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. Tim develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.