Description: Trying to understand the healthcare plans provided under Medicare can be more than a little confusing! When do I file? What benefits will I receive? What are my options? Is there a way to optimize my benefits? And if I fail to act in a timely manner, can I be penalized?
At the 2019 General Assembly, Dave Anderegg, CFP®, a Financial Planning Advisor here at PCA Retirement & Benefits, presented a seminar on this topic. We are delighted to make it available to you here on our website.
Event Details: Access to the recorded seminar and printable materials is free.
Dave Anderegg is a Financial Planning Advisor for PCA Retirement & Benefits, beginning his service in October, 2011. He is a Teaching Elder in the Gulf Coast Presbytery and has served several congregations. Dave is a graduate of the University of Georgia (BA), Auburn University (MBA), Reformed Theological Seminary (MDIV), a Certified Financial Planner (CFP®), and served as a member of the RBI Board of Directors from 2001-2005. Prior to ordination, Dave worked as a Financial Analyst with Mutual of New York (MONY) as a Financial Planner with Ron Blue & Co., and as an Adjunct Instructor at Belhaven College. Dave’s primary responsibility is to provide pastors, plan participants, and churches with retirement, investment, insurance, and general financial planning advice and guidance. He also visits presbyteries, churches, schools and seminaries for individual counseling and product presentations. David and his family worship at Restoration Presbyterian Church.
PCA Retirement & Benefits (RBI)
The employee benefits agency of the PCA.
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