Educational Events

Educational Events

Educational Wealth Management Workshops

We believe in superior service through education.

Looking to learn more about a particular financial topic? Bernicke Wealth Management offers live educational workshops around popular topics like Social Security, investment management, health insurance in retirement, estate planning, and more.



Retirement Health Insurance Prior To Age 65

During the webinar, you will learn:

  • Why contributing money to traditional IRAs, 401ks, and 403b accounts can significantly increase health insurance costs for individuals expecting income higher than $70,000 prior to age 65.
  • Why delaying Social Security can significantly reduce health insurance costs.
  • How contributing to Roth IRAs and Roth 401ks can significantly reduce your health insurance costs in retirement.
  • The critical role that your investments will play in providing you income before age 65.
  • How conversions from IRAs to Roth IRAs before retirement can save thousands of unnecessary health insurance costs.

Presenter: Ty Bernicke, CFP®, President and Senior Wealth Manager
Ty’s research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.

October 25 or 26

05:30 PM

Client Events

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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