- On-Demand Webinar
Health Insurance Strategies for Those Retiring Before 65 Years Old in Wisconsin
Make Retirement More Affordable Before Age 65
This webinar is specifically structured for individuals in Wisconsin who are considering retirement before age 65 and are seeking guidance on health insurance strategies for their unique situation.
Featured Speaker
Ty Bernicke, CFP®, President & CEO
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People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
What's In It For You?
- Feel confident about your choices: Discover how to navigate health insurance options so you can approach retirement with greater peace of mind.
- Take control of your costs: Understand the key factors that influence your premiums and learn ways to help keep expenses manageable.
- Empower your financial decisions: Explore how your income and investment strategies may affect your access to valuable tax credits.
- Create flexibility for your future: See how thoughtful planning can help you adapt to life’s changes and enjoy more freedom before Medicare begins.
Who This Webinar Is Designed For:
- Wisconsin pre-retirees: Individuals who are within five years of retiring before age 65 and have at least $1 million in investable assets.
- Those focused on managing health insurance and tax costs: Learn how income, age, and investment choices can affect your health insurance premiums and tax credits before Medicare.
- People seeking strategies for a flexible retirement transition: Explore ways to organize your income and investments to help create flexibility and control as you navigate the years leading up to Medicare eligibility.
About Ty Bernicke, CFP®, President & CEO
- Forbes Best-In-State Wealth Advisor (2018–2025)
- Featured in Forbes, The Wall Street Journal, and The New York Times
- Under Ty's leadership, Bernicke Wealth Management was named as a Forbes Top RIA Firm in 2023.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.
See What Our Clients Say
This statement is a testimonial by a client of the financial professional as of 12/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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Health Insurance Strategies for Those Retiring Before 65 Years Old in Wisconsin
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
