Carson Wealth

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Carson Wealth is a financial advisory firm committed to helping individuals pursue true wealth. Our team of advisors provides personalized financial planning, retirement planning, estate planning, investment management, tax planning, business ownership, private client services, insurance, education savings, and net unrealized appreciation (NUA) strategies. We believe that financial freedom is not just about money but about aligning your resources with your unique vision of freedom. With transparent and straightforward fees, we ensure that you always know what you're paying and how it applies to your investments. Our holistic approach and you-focused financial plan are designed to move you closer to your financial goals. Contact us today to find your freedom.

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Previous Webinars

Personal & Lifestyle > Retirement

Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning

Attend our upcoming webinar, "Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” on Thursday, November 16 at 3:00 p.m. (CT) featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. In this webinar, Lewis and Fridrich will provide valuable insights into Medicare and long-term care planning, including: • Understanding the basics of Medicare including the fundamental components like Part A, B, C and D • Eligibility criteria, enrollment periods and the importance of timely enrollment to avoid penalties and gaps in coverage • Navigating long-term care options such as home care, assisted living and nursing homes to determine the most suitable choice for individual needs and costs associated for services • Identify common challenges individuals face when navigating Medicare and long-term care planning Join us for this informative webinar!