ICG Next

Transitioning to Medicare
2021-05-20 16:00 - 17:00 (America/New_York) | Online
How health insurance works after you leave your job

Baby Boomers are asking:
• When do I sign up for Medicare?
• How do I sign up for Medicare?
• How does Medicare work with the insurance I’ve already got?
• What happens to my insurance when I retire?
• What can I expect to pay for my healthcare down the line?
Attend if:
• You are age 60 and over.
• You are concerned about retirement health care expenses.
• You plan to take Medicare soon.
• You are not clear on how your existing insurance works with
Medicare.
• You are ready to start planning.
In this half hour presentation, you’ll learn:
• How Medicare coordinates with other forms of insurance, like group
health plans and Cobra.
• Who needs to enroll in Medicare and when?
• How to enroll in Medicare?
• How to effectively transition to Medicare, while keeping all the
deadlines in mind.

Presented by:
Lou Tumolo
Sales Director
Mutual of Omaha Advisors
HOSTED BY:
ICGnext
*ICGnext and LPL Financial are separate entities and unaffiliated with
Mutual of Omaha Advisors. All trademarks appearing herein are owners of
their respective marks.I
Join Zoom Meeting
https://zoom.us/j/91894278738?pwd=[REDACTED]

Protecting Your Data: Aware and Prepared Seminar
2021-04-22 16:00 - 17:00
Scammers use clever techniques to steal personal information. Join me for a seminar that can help you recognize scams and learn some industry best practices for helping you protect yourself, your family and your finances.
Hosted by: ICGnext
Presented by: Sheridan Culhane, Business Development Associate, MFS

MFS Fund Distributors, Inc. may have sponsored this seminar by paying for all or a portion of the associated costs. Neither MFS® nor any of its subsidiaries is affiliated with ICGnext. ICGnext and LPL Financial are separate entities and unaffiliated with MFS. All trademarks appearing herein are owners of their respective marks. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Join Zoom Meeting
https://zoom.us/j/94803077972?pwd=[REDACTED]

Social Security for Women
2021-03-25 12:00 - 13:00
What every woman needs to know
Please join us for this virtual presentation to hear speaker Brian Doherty, President and CEO at Filtech, speak about Social Security and its impact on women.
Brian will talk about the financial challenges women still face today, such as, earning power, career interruptions and living longer. He is an excellent speaker who can help navigate and maximize women’s Social Security potential.
We hope you can attend and look forward to your participation at this important event.
Regards,
ICGnext

Brian Doherty
President and CEO, Filtech
Brian is the author of the critically acclaimed and award-winning book, “Getting Paid to Wait – Bigger Social Security Benefits the Simple and Easy Way.” His book received the International Book Award as the best book in 2015 in the Business/Personal Finance category. It also received the Eric Hoffer award as one of the best business books in 2015. He has been interviewed and written articles that have appeared in various national media publications, including Forbes, Huffington Post, U S News, Newsday, Investment News and the Retirement Income Journal. Brian is a nationally recognized expert on Social Security and a frequent speaker and media commentator on this topic. He has more than 30 years of experience in the financial services industry, and is President of Filtech, a consulting company specializing in Social Security claiming strategies that helps retirees maximize their Social Security income.
Brian’s background includes high-level executive management positions at several Fortune 500 financial services companies, including President and CEO of Key Bank’s investment subsidiary, Key Investments, and National Sales Manager for New York Life’s retirement income security division. Mr. Doherty is a sought-after Public Speaker and has been a featured speaker for Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, Citibank, New York Life and numerous other Financial Institutions. He received his MBA in Finance from Syracuse University and BS in Accounting from Elmira College.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Raising Resilient Children & Young Adults - Join us!
2021-02-25 16:00 - 17:00
Thriving Amid Adversity
Our world has gone through an incredibly challenging and difficult time. Unfortunately, we know life will continue to bring adversity into our lives. As parents we teach our children many skills, yet resiliency is seldom one of them. Studies have shown those who are able to embrace, and harness resiliency will be the ones to not only survive but continue to thrive no matter the challenge ahead. Join us as Dr. Elko shares with you the key components to teaching resiliency and thereby laying a foundation of success for your children’s futures.
Key Takeaways from the Presentation:

The definition of resiliency
Encourage yourself and develop your own resiliency
The difference between Praise and Encouragement for your child(ren)

About the Speaker:
Dr. Kevin Elko, is a best-selling author and renowned sports psychologist. He has worked with various NFL teams including the Philadelphia Eagles, Dallas Cowboys, Pittsburgh Steelers, Miami Dolphins and New Orleans Saints as well as seven BCS National Championship Football Teams including University of Miami, L.S.U, University of Alabama and Florida State University. Dr. Elko is the author of four books: Nerves of Steel, The Pep Talk, True Greatness: Mastering the Inner Game of Business Success, and Touchdown: Achieving Your Greatness on the Playing Field of Business and Life
Online Zoom:
Place: Zoom (Link)
Meeting ID: 943 3649 3939
Passcode: [REDACTED]
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICGnext and LPL Financial are separate entities and unaffiliated with New York Life Investments
***The views expressed herein are from Dr. Kevin Elko and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. Dr. Elko is not affiliated with New York Life Investment Management LLC. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
