You are cordially invited to join Ronald A. Bartlett & Associates, LTD for an EXCLUSIVE WEBINAR EVENT. Our timely, educational webinar is designed to help current and future retirees and will deliver comprehensive retirement information and actionable strategies to help you protect your financial future.
Discussion Highlights to Include:
- What is Long-Term Care
- Using Retirement Accounts to Pay for Long-Term Care
- IRMAA & Provisional Income
- Smart Planning
Meet Your Presenters
Dr. Ronald A. Bartlett, EA, LACP,CFF
Dr. Ronald A. Bartlett possesses valuable credentials in several key areas of retirement planning and founded Ronald A. Bartlett & Associates, LTD, in 1985. He is an Enrolled Agent Accredited with the Internal Revenue Services and a Certified Financial Fiduciary®. As a fiduciary, Ron has committed to always act in the best interests of his clients and prioritize their welfare. Ronald A. Bartlett & Associates are Registered Investment Advisors and have a wide array of experience in the financial services industry, helping many clients through both the highs and lows of the economy over the years.
Chris Liebum, LUTCF, NSSA
Chris ran his own successful insurance and financial services agency for the past 18 years. During this time, he earned his LUTCF® designation and NSSA® certification. One of his passions is doing College Financial Aid and Social Security presentations. Also, he helps customers like you identify the insurance coverage and financial strategies that best fit your needs and financial goals. Recently he co-authored “It’s Complicated! What You Should Know About Medicare, Medicaid, Social Security, Long-Term Care, End-of-Life Planning, and More!”
Away from work he is an avid cyclist and is a Lifetime Member of the State of TN PTA for a reading program that he helped develop and support. He has been married to his wife Laurie for 40 years and they have two daughters.
