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Medicare ABCs

Dec 03, 2024 12:00 PM Eastern Standard Time - Dec 03, 2024 01:00 PM Eastern Standard Time
Hunt Valley Office 225 Schilling Circle, Suite 250 Hunt Valley, MD , 21031

You’re invited to join RBC Wealth Management and Vanguard for a discussion on Medicare and how to choose the best plan for your unique situation. You have spent your working life getting ready for retirement. As you near retirement, one of the most consequential choices will be selecting the right Medicare coverage.
At this exclusive presentation, you’ll learn how:
• Your Medicare premium is determined
• You can avoid the biggest and most common Medicare enrollment mistakes
• You can navigate Medicare Advantage and Medigap choices
We look forward to seeing you at this health care presentation!

 

Hosted by:
Timothy M. Herb, CFP®
Senior Vice President – Financial Advisor
Senior Consulting Group

 

Guest speaker:
Eric Leak, CIMA®
Regional Sales Executive
Vanguard Financial Advisor Services

 

Date and time:
Tuesday, December 3, 2024 | 12–1 p.m. (ET)
Lunch will be served.


Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about the Tactical Planning Group.

Tim Herb featured on ABC 2 News' “In Focus”

We are very proud that Tim Herb was invited on In Focus to discuss the recent stock market volatility. We invite you to view the video below to watch his appearance.

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    Weekly radio commentary

    Listen Sundays at 11:00 a.m. EST to WCBM 680 AM (Baltimore) as Tim Herb discusses personal finance and the economy in his "Weekly Wealth Report."


    Disclosures

    Securities offered through RBC Wealth Management. RBC Wealth Management is not affiliated with Vanguard Financial Advisor Services.

    Timothy M. Herb is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NY, OH, PA, SC, TN, TX, VA, WA, WV.

    Timothy M. Herb, NMLS # 1635619 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.