Retirement Gurus
Avoid costly mistakes!
The truth about Social Security and Medicare that no one tells you.
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About Us
Meet Our Speakers
Jason White
Medicare Specialist
Prior to becoming an insurance advisor, Jason was a law enforcement officer and high school football coach. He has always been an individual who has not only wanted to help people, but wanted to protect them as well. What he sought most from his career was the ability to simultaneously assist and protect people.
Judith Naegely
Financial Advisor
Judith’s client-centered approach is deeply inspired by a decade of working with outstanding clinicians, where she witnessed the profound impact of unwavering patient care. Long-term relationships that encourage open and honest communication have been the cornerstone of her foundation to helping her clients achieve success now and into the future.
Securities and investment advisory services offered through Osaic Wealth, Inc. member
FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.
Who We Are?
Experts in Medicare and Social Security, our goal is to simplify retirement, one step at a time.
Topics such as Medicare and Social Security are complex. We educate by providing timely, relevant, bite-size content.